Azmi Sharif is a registered investment advisor at Fourstar Wealth Advisors, LLC, based in Chicago, IL, with 9 years of industry experience. Azmi 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 (4)
Regulatory
February 2025Regulatory
June 2024Employment Separation After Allegations
December 2022Customer Dispute
July 2022Other Business Activities
Azmi operates two businesses: The Other Side of Medicine (since 2018) and Sharif Wealth Strategies (since 2021). Sharif Wealth Strategies is a DBA for FourStar Wealth Advisors LLC and takes about a quarter of Azmi's time, with 2 hours during market hours.
Employment History
Current Registrations
Fourstar Wealth Advisors, LLC
Previous Registrations
Kcd Financial, INC.Broker
Kcd Financial, INC.Broker
Nobles & Richards, INC.Broker
Fourstar Wealth Advisors, LLC
LPL Financial LLC
LPL Financial LLCBroker
Woodbury Financial Services, INC.
Woodbury 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.