Kenneth Roberts
Kenneth Roberts is a registered investment advisor at Fourstar Wealth Advisors, LLC, based in Reno, NV, with 30 years of industry experience. Kenneth 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 E Liberty Street, Reno, NV, 89501
Get directionsHistory
Regulatory History (1)
Criminal
April 1979Other Business Activities
Kenneth owns Fat Tail Trading & Research since 2012 for tax purposes only and is the author of "The Tactical Option Investor". He is also a part owner of America Matters Media since 2014, where he hosts "Ken's Bulls & Bears Report" and handles production and writing, dedicating about a quarter of his time to this.
Employment History
Current Registrations
Fourstar Wealth Advisors, LLC
Previous Registrations
Iwc Asset Management LLC
Concert Wealth Management
Wespac Advisors, LLC
Vtrader Pro, LLCBroker
Fusion Asset Management, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Fortis Investors, INC.Broker
SifeBroker
Pruco Securities CorporationBroker
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.