Brian Kasal
Brian Kasal is a registered investment advisor at Fourstar Wealth Advisors, LLC, based in Chicago, IL, with 41 years of industry experience. Brian 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
1 N. Lasalle Street, Suite 2225, Chicago, IL, 60602
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Regulatory History (2)
Customer Dispute
September 2010Customer Dispute
March 2009Other Business ActivitiesSells Insurance
Brian is the CEO of FourStar Insurance Services, LLC, an insurance sales business, since June 2015. He spends about 10-20% of his time on developing business strategy, affiliation, and development.
Employment History
Current Registrations
Fourstar Wealth Advisors, LLC
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
William Blair & Company L.L.C.
William Blair & Company L.L.C.Broker
Lehman Brothers INC.Broker
Painewebber IncorporatedBroker
First Investors CorporationBroker
State Registrations3 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.