4 Star Advisory Services LLC provides ongoing portfolio management services tailored to each client's goals, time horizon, and risk tolerance. They create an Investment Profile Statement for each client to outline their financial situation. 4 Star Advisory Services generally limits its investment advice to mutual funds, fixed income securities, equities, ETFs and treasury inflation protected/inflation linked bonds. The firm requires discretionary authority to execute transactions.
Assets Under Management$7.7M
Clients67
Advisors1
Avg. per Client$110K
Avg. per Advisor$7.7M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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