David Bindelglass is a registered investment advisor at Fourstar Wealth Advisors, LLC, based in Wayne, NJ, with 26 years of industry experience. David 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.
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.
1341 Hamburg Tpke, Suite 2-7, Wayne, NJ, 07470
Get directionsDavid is an insurance agent selling various non-securities insurance products. He dedicates minimal time to this activity.
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.