Luke Pawelkiewicz
Luke Pawelkiewicz is a registered investment advisor at Fourstar Wealth Advisors, LLC, based in Chicago, IL, with 11 years of industry experience. Luke 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 (1)
Financial
August 2018Employment History
Current Registrations
Fourstar Wealth Advisors, LLC
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
Thrivent Investment Management 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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