Mark Ramos
Mark Ramos is a registered investment advisor at Fourstar Wealth Advisors, LLC, based in Chicago, IL, with 13 years of industry experience. Mark 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
1 N. Lasalle Street, Suite 2225, Chicago, IL, 60602
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Regulatory History (2)
Customer Dispute
November 2025Criminal
July 1989Employment History
Current Registrations
Fourstar Wealth Advisors, LLC
Previous Registrations
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
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Edward Jones
Edward JonesBroker
New England SecuritiesBroker
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.