FourStar Wealth Advisors provides financial planning and investment management services. Financial planning includes business, cash flow, trust and estate, and retirement planning. Investment management involves managing client portfolios with mutual funds, ETFs, individual securities, and independent investment managers. FourStar also provides retirement plan consulting services to qualified employee benefit plans.
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.