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Michael Wyrostek

41 Years of Experience
Cape Coral, FL
2 Disclosures

Michael Wyrostek is a registered investment advisor at Fourstar Wealth Advisors, LLC, based in Cape Coral, FL, with 41 years of industry experience. Michael 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
45 advisors
Number of Clients
1,314 clients
Average Client Portfolio
$944K average
Assets Under Management
$1.2B

Fee Structure

Investment management only (planning not offered)

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.

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Location

Cape Coral, FL

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History

Regulatory History (2)
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Regulatory
November 1993
Final
Employment Separation After Allegations
July 1993
Other Business Activities

Michael works as a reverse mortgage specialist, educating clients and writing applications. This non-investment related activity takes about 10-20% of his time, including time during trading hours.

Employment History
Current Registrations
Fourstar Wealth Advisors, LLC
February 2017 - Present · 9 yrs 2 mos
Previous Registrations
Cabot Lodge Securities LLCBroker
January 2017 - December 2017 · 11 mos
Broker Dealer Financial Services CORP.Broker
March 2002 - December 2016 · 14 yrs 9 mos
Nsa Securities CorporationBroker
October 2001 - October 2001 · 0 mos
Woodbury Financial Services, INC.Broker
February 1994 - May 2001 · 7 yrs 3 mos
Securities Corporation of IowaBroker
January 1989 - July 1993 · 4 yrs 6 mos
Oppenheimer & CO., INC.Broker
June 1987 - January 1989 · 1 yr 7 mos
The Illinois Company, INC.Broker
September 1984 - June 1987 · 2 yrs 9 mos
B & a Securities CorporationBroker
July 1984 - September 1984 · 2 mos
John Hancock Distributors, INC.Broker
November 1982 - June 1987 · 4 yrs 7 mos
State Registrations2 states
FLIL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.