James Mcmiller
James Mcmiller is a registered investment advisor at Fourstar Wealth Advisors, LLC, based in Hartland, WI, with 38 years of industry experience. James 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
386 Manchester Lane, Hartland, WI, 53023
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.
Exams
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