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What We Offer
What’s Included in Our Trading Services
Our trading service tiers are designed to support advisors with varying levels of need whether you're placing one-off trades or scaling model-driven strategies. From simple execution support to full model management and ongoing rebalancing, FourStar’s trade desk gives you back your time, reduces compliance risk, and helps keep portfolios aligned with client goals.
Trading Service Levels
Trade Desk Access
Cost: $1,000 / Month
Description:
Gain direct access to the FourStar trade desk for ad-hoc trade requests. Ideal for advisors who want light-touch execution support without managing trades independently.
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Includes:
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Access to FourStar Trade Desk
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Ad-hoc trade request handling
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Execution support as needed
Advanced Trade Desk Access
Cost: $1,500 / Month
Description:
This level includes everything in the base plan, plus pre-trade clearance analysis to help minimize tax impact and trade costs — a smart choice for more active or tax-conscious advisors.
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Includes:
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Everything in Trade Desk Access
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Pre-trade clearance reporting
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Capital gains & cost review
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Strategy-backed execution
Complete Model Management & Trading
Cost: $2,500 / Month
Description:
A full-service solution for advisors who want to scale. FourStar helps you build and manage models, handle all trading activity, and rebalance portfolios while supporting your clients’ cash needs.
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Includes:
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Customized model design
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Ongoing rebalancing
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Cash trading & liquidity support
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Complete trade desk access
Why Choose FourStar for Trading
Why Advisors Trust Our Trading Services
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Dedicated trade desk team
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Tax-aware and cost-efficient execution
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Scalable model management tools
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Trusted by growing advisor practices
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Aligned with compliance and firm strategy
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