Peggy Martin is a ChFC-designated registered investment advisor at Fourstar Wealth Advisors, LLC, based in San Jose, CA, with 27 years of industry experience. Peggy 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
1541 the Alameda, San Jose, CA, 95126
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Peggy is the owner of Family Wealth Consultants, Inc., dedicating a few hours per week to reviewing client participation. She also holds leadership positions in several non-investment related organizations, including ISPF-AAUW, Morgan Hill Community Foundation, and Susan Charles Bergoff FDTN, spending minimal time to a few hours per week on each.
Employment History
Current Registrations
Fourstar Wealth Advisors, LLC
Family Wealth Consultants, INC.
Previous Registrations
NFP Securities, INC.
Family Wealth Consultants, INC.
State Registrations1 state
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Exams
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