Charles Brokop is a registered investment advisor at Fourstar Wealth Advisors, LLC, based in Scottsdale, AZ, with 19 years of industry experience. Charles 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
6501 E Greenway Pkwy, #103-585, Scottsdale, AZ, 85254
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2019Other Business Activities
Charles is the owner and IAR of Clear Stream Advisors, a Registered Investment Adviser, since 2007. He spends minimal time unwinding the S Corp and may do consulting in the future.
Employment History
Current Registrations
Fourstar Wealth Advisors, LLC
Previous Registrations
Nextgen Etfs, LLC
Clear Stream Advisors, Incorporated
State Registrations2 states
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.