4 Star Advisory Services manages investment portfolios tailored to each client's specific goals, risk tolerance, and time horizon. The firm specializes in fundamental analysis, macroeconomic research, and quantitative screening to build diversified portfolios consisting of mutual funds, fixed income securities, exchange-traded funds, and equities. 4 Star Advisory Services frequently favors preferred stocks over traditional bonds for client portfolios, believing they offer potentially higher returns and clearer valuation expectations. The firm also provides guidance on Bitcoin-focused exchange-traded funds. 4 Star Advisory Services operates as a registered investment advisor with discretionary trading authority, meaning the firm makes buying and selling decisions on behalf of clients without needing prior permission for each individual trade. Founder Todd Childers also offers services as a certified public accountant and licensed insurance agent outside of the firm.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are generally negotiable. Fees are calculated monthly based on the prior period-end portfolio value.