Charles Brokop
Charles Brokop is a registered investment advisor at Fourstar Wealth Advisors, LLC, based in Scottsdale, AZ, with 20 years of industry experience. Charles 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
6501 E Greenway Pkwy, #103-585, Scottsdale, AZ, 85254
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Regulatory History (1)
Customer Dispute
April 2019Other Business Activities
Charles is the owner and IAR of Clear Stream Advisors, a Registered Investment Adviser, since 2007. He spends minimal time unwinding the S Corp and may do consulting in the future.
Employment History
Current Registrations
Fourstar Wealth Advisors, LLC
Previous Registrations
Nextgen Etfs, LLC
Clear Stream Advisors, Incorporated
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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