FOURSTAR WEALTH ADVISORS, LLC

RIASEC RegisteredEst. 2017

Total AUM

$1.4B

Discretionary

$1.4B

100% of AUM

Avg account

$385K

Accounts

3,691

Employees

Advisory reps

Firm details

Headquarters: CHICAGO, Illinois
CRD number: 169613
Registered since: April 21, 2017
Website: fourstarwealth.com
Custodians: CHARLES SCHWAB & CO., INC., RAYMOND JAMES & ASSOCIATES, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI68.16%
Individuals27.93%
Pension & Profit Sharing Plans2.24%
Charitable Organizations0.61%
Pooled Investment Vehicles0.57%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Fourstar Wealth Advisors, LLC is an independent SEC-registered registered investment adviser formed as an LLC in 2017 that provides fiduciary portfolio management and financial planning to individual, family and institutional clients. The firm functions as a capital allocator and offers a mix of fee arrangements (percentage of AUM, hourly and fixed fees). In addition to investment advisory services, Fourstar operates as an insurance broker and provides pension consulting, selection of other advisers, and management of pooled investment vehicles. Ownership is reported as a combination of a domestic entity and individual owners. The firm does not identify as an active ESG investor.