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Michael Wyrostek

Fourstar Wealth Advisors, LLC
42 Years of Experience
Cape Coral, FL
2 Disclosures
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Michael Wyrostek is a registered investment advisor at Fourstar Wealth Advisors, LLC, based in Cape Coral, FL, with 42 years of industry experience. Michael 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.

Fourstar Wealth Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
45 advisors
Number of Clients
1,798 clients
Average Client Portfolio
$790K average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)

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.

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Location

Cape Coral, FL

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
November 1993
Final
Employment Separation After Allegations
July 1993
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Other Business Activities

Michael works as a reverse mortgage specialist, educating clients and writing applications. This non-investment related activity takes about 10-20% of his time, including time during trading hours.

Employment History
Current Registrations
Fourstar Wealth Advisors, LLC
February 2017 - Present · 9 yrs 8 mos
Previous Registrations
Cabot Lodge Securities LLCBroker
January 2017 - December 2017 · 11 mos
Broker Dealer Financial Services CORP.Broker
March 2002 - December 2016 · 14 yrs 9 mos
Nsa Securities CorporationBroker
October 2001 - October 2001 · 0 mos
Woodbury Financial Services, INC.Broker
February 1994 - May 2001 · 7 yrs 3 mos
Securities Corporation of IowaBroker
January 1989 - July 1993 · 4 yrs 6 mos
Oppenheimer & CO., INC.Broker
June 1987 - January 1989 · 1 yr 7 mos
The Illinois Company, INC.Broker
September 1984 - June 1987 · 2 yrs 9 mos
B & a Securities CorporationBroker
July 1984 - September 1984 · 2 mos
John Hancock Distributors, INC.Broker
November 1982 - June 1987 · 4 yrs 7 mos
State Registrations2 states
FLIL
Advisor

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
No exam information available for this advisor.
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