Assets Under Management
$1.2B
Number of Clients
1,314
Number of Advisors
41
Average Client AUM
$944K
AUM per Advisor
$30.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
FourStar Wealth Advisors provides financial planning and investment management services. Financial planning includes business, cash flow, trust, estate, retirement, charitable giving, tax, and insurance planning. Investment management involves allocating assets among mutual funds, ETFs, individual securities, and independent managers. They also offer retirement plan consulting services to qualified employee benefit plans.
1 N. Lasalle Street, Suite 2225, Chicago, IL, 60602