Craig Martin is a CFP, ChFC-designated registered investment advisor at Fourstar Wealth Advisors, LLC, based in San Jose, CA, with 24 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 1,798 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FourStar Wealth Advisors charges an annual fee based on the value of the portfolio under management. This fee can be structured as a graduated scale, a flat fee program, or a combination based on client needs and complexity. Alternatively, fees may be charged on an hourly basis ranging from $200 to $500 per hour, or on a project basis. Fees are billed quarterly in advance. FourStar does not impose a stated minimum account size or minimum fee for investment management.
Location
1541 the Alameda, San Jose, CA, 95126
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Craig is the owner of Family Wealth Consultants, Inc., a registered investment advisor (RIA) providing private fund management services. He spends nearly full-time on due diligence, fund administration, and portfolio management.
Employment History
Current Registrations
Fourstar Wealth Advisors, LLC
Family Wealth Consultants, INC.
Previous Registrations
Family Wealth Consultants, INC.
State Registrations1 state
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
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