FourStar Wealth Advisors offers comprehensive financial planning and investment management services. Financial planning covers business planning, cash flow forecasting, estate planning, retirement planning, tax planning, and insurance consulting. Investment management is tailored to individual client needs, utilizing mutual funds, exchange-traded funds, individual stocks and bonds, options, and independent managers. FourStar also advises on legacy positions, variable life insurance, annuities, and employer-sponsored retirement plans. Additionally, FourStar provides retirement plan consulting for employee benefit plans and manages private funds.
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.