Edward Munoz
Edward Munoz is a registered investment advisor at Fourstar Wealth Advisors, LLC, based in Sparta, NJ, with 16 years of industry experience. Edward 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
Sparta, NJ
Get directionsHistory
Regulatory History (3)
Employment Separation After Allegations
March 2023Customer Dispute
April 2021Customer Dispute
January 2021Other Business ActivitiesSells Insurance
Edward is a soccer referee since 2018, dedicating about 10-20% of his time. He is also an insurance agent selling non-variable insurance since 2021.
Employment History
Current Registrations
Fourstar Wealth Advisors, LLC
Previous Registrations
Fortis Capital Advisors, LLC
LPL Financial LLC
LPL Financial LLCBroker
Principal Securities, INC.
Principal Securities, INC.Broker
Ronald Gelok & Associates, LLC
Global Financial Private Capital, LLC
G.F. Investment Services, LLCBroker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
AXA Advisors, LLC
AXA Advisors, LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, 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.