Craig Martin is a CFP, ChFC-designated registered investment advisor at Fourstar Wealth Advisors, LLC, based in San Jose, CA, with 24 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,314 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FourStar Wealth Advisors offers investment management services for an annual fee based on the amount of assets they manage. The fee can be a graduated scale, a flat fee, or a combination, depending on your needs. Flat fees are based on the complexity of your situation. Fees may also be charged hourly ($200-$500/hour) or on a project basis. The annual fee is charged quarterly, in advance, based on the market value of your investments on the last day of the previous billing period.
Location
1541 the Alameda, San Jose, CA, 95126
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Craig is the owner of Family Wealth Consultants, Inc., a registered investment advisor (RIA) providing private fund management services. He spends nearly full-time on due diligence, fund administration, and portfolio management.
Employment History
Current Registrations
Fourstar Wealth Advisors, LLC
Family Wealth Consultants, INC.
Previous Registrations
Family Wealth Consultants, INC.
State Registrations1 state
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