James Mcmiller is a registered investment advisor at Fourstar Wealth Advisors, LLC, based in Chicago, IL, with 37 years of industry experience. James 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
Get directionsHistory
Regulatory History (3)
Regulatory
October 2008Customer Dispute
May 2008Customer Dispute
July 2007Other Business Activities
James is a partner and consultant for Kennedy Mining, a crypto currency mining and development company. He spends about 10-20% of his time as a consultant and minimal time as a partner.
Employment History
Current Registrations
Fourstar Wealth Advisors, LLC
Previous Registrations
Advisors on Call
Claraphi Advisory Network, LLC
Kingsbury Capital Investment Advisors LLC
Trac Asset Management LLC
Newbridge Securities CorporationBroker
United Planners' Financial Services of America a Limited PartnerBroker
Woodbury Financial Services, INC.Broker
Sunamerica Securities, INC.Broker
Anchor National Financial Services, INC.Broker
Protective Equity Services, INC.Broker
Aal Distributors INC.Broker
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.