CR
CR

Christopher Reardon

11 Years of Experience

Christopher Reardon is a registered investment advisor at Fourstar Wealth Advisors, LLC, based in Chicago, IL, with 11 years of industry experience. Christopher 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
45 advisors
Number of Clients
1,314 clients
Average Client Portfolio
$944K average
Assets Under Management
$1.2B

Fee Structure

Investment management only (planning not offered)

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.

Loading...

Location

1 N. Lasalle Street, Suite 2225, Chicago, IL, 60602

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Fourstar Wealth Advisors, LLC
October 2014 - Present · 11 yrs 6 mos
State Registrations1 state
IL
Advisor

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
No exam information available for this advisor.
Christopher Reardon - Financial Advisor | TrueAdvisor