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Mark Harmon

Fourstar Wealth Advisors, LLC
29 Years of Experience
Chicago, IL
1 DisclosureSells Insurance
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Mark Harmon is a registered investment advisor at Fourstar Wealth Advisors, LLC, based in Chicago, IL, with 29 years of industry experience. Mark 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.

Fourstar Wealth Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
45 advisors
Number of Clients
1,798 clients
Average Client Portfolio
$790K average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)

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.

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Location

4422 N Ravenswood, Chicago, IL, 60640

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History

Regulatory History (1)
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Regulatory
November 1983
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Mark is an independent insurance agent selling life insurance since 2012, which is used for overall financial planning. This activity takes a few hours per week and occurs outside of trading hours.

Employment History
Current Registrations
Fourstar Wealth Advisors, LLC
October 2016 - Present · 10 yrs
Previous Registrations
Kingsview Asset Management, LLC
June 2014 - November 2016 · 2 yrs 5 mos
Everett Wealth Solutions, INC
January 2013 - November 2015 · 2 yrs 10 mos
Sallerson-Troob LLCBroker
April 2011 - August 2011 · 4 mos
Ronin Capital, LLCBroker
May 2009 - March 2010 · 10 mos
Wagner, Stott & CO.Broker
January 1987 - July 1991 · 4 yrs 6 mos
C. L. Glazer & Company, a Limited PartnershipBroker
December 1984 - March 1985 · 3 mos
Agb Trading IncorporatedBroker
April 1980 - February 1985 · 4 yrs 10 mos
Agb Trading IncorporatedBroker
April 1980 - April 1980 · 0 mos
Becker Paribas IncorporatedBroker
July 1978 - October 1984 · 6 yrs 3 mos
Becker Securities IncorporatedBroker
December 1974 - July 1978 · 3 yrs 7 mos
A. G. Becker & CO., IncorporatedBroker
September 1974 - November 1975 · 1 yr 2 mos
State Registrations1 state
IL
Advisor

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Exams
No exam information available for this advisor.
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