FourStar Additional Services

Administrative Services

FourStar Freedom Program

The FourStar Freedom Program was meticulously crafted to support financial advisors by streamlining their back-office operations in a cost-effective manner.

This comprehensive program offers a suite of services designed to alleviate the administrative burden on advisors, allowing them to focus more on client relationships and strategic planning.

By leveraging innovative technology and expert resources, the FourStar Freedom Program ensures that advisors can enhance operational efficiency while minimizing overhead costs. With tailored solutions that address diverse needs, this program helps advisors optimize their workflows, improve compliance, and ultimately boost client satisfaction.

Program	Cost	Account Opening	CRM Updates	Speak with Client
Gold	$1,250 / Month	Yes	Yes	Yes
Silver	$750 / Month	Yes	Yes	No

Trading Services

Trade Desk Access

This level will allow you access to the FourStar trade desk for any ad-hoc trade needs.

Cost: $1,000 / Month

Enroll

Advanced Trade Desk Access

This level will provide access to the trade desk for ad hoc trade requests for executions. FourStar will also provide a pre-trade clearance report taking into consideration capital gains and trade costs.

Cost: $1,500 / Month

Enroll

Complete Model Management & Trading Package

FourStar Wealth Advisors will work with you to build and implement scalable models for your practice. Once completed FourStar will assist with rebalancing and trading them along with any cash needs.

Cost: $2,500 / Month

Enroll

Financial Planning Services

For financial advisors seeking to streamline their services by offloading the intricacies of financial planning or enhancing their offerings for a particular client, FourStar Wealth Advisors stands ready to assist.

Our team specializes in creating comprehensive financial plans tailored to individual needs. To achieve this, FourStar utilizes advanced software platforms, notably eMoney and MoneyGuide Pro, which empower us to craft detailed and personalized financial strategies.

With our expertise and cutting-edge tools, we ensure that each financial plan is meticulously constructed to help clients achieve their goals and secure their financial future.

Financial Planning Fee:

$500

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