Edward Kollada
Edward Kollada is a CFP-designated registered investment advisor at Fourstar Wealth Advisors, LLC, based in Chicago, IL, with 29 years of industry experience. Edward 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
1 N. Lasalle Street, Suite 2225, Chicago, IL, 60602
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Edward is the owner and president of Elite Wealth Partners, Inc., where he works as a CPA providing tax preparation, accounting, and insurance services. He dedicates a few hours per week to this activity.
Employment History
Current Registrations
Fourstar Wealth Advisors, LLC
Previous Registrations
Global Retirement Partners LLC
LPL Financial LLCBroker
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
NFP Advisor Services, LLC
Ausdal Financial Partners, INC.Broker
Ausdal Financial Partners, INC.
Nrp Advisors, INC.
Nrp Financial, INC.Broker
Nrp Financial, INC.
Securities America, INC.Broker
Raymond James Financial Services, INC.Broker
Linsco/private Ledger CORP.Broker
Ogilvie Security Advisors CorporationBroker
Terra Securities CorporationBroker
Lehman Brothers INC.Broker
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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