Peggy Martin is a ChFC-designated registered investment advisor at Fourstar Wealth Advisors, LLC, based in San Jose, CA, with 27 years of industry experience. Peggy 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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Peggy is the owner of Family Wealth Consultants, Inc., dedicating a few hours per week to reviewing client participation. She also holds leadership positions in several non-investment related organizations, including ISPF-AAUW, Morgan Hill Community Foundation, and Susan Charles Bergoff FDTN, spending minimal time to a few hours per week on each.
Employment History
Current Registrations
Fourstar Wealth Advisors, LLC
Family Wealth Consultants, INC.
Previous Registrations
NFP Securities, INC.
Family Wealth Consultants, INC.
State Registrations1 state
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