Catherine
Bearce
Fourstar Wealth Advisors, LLC
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About this Advisor
Catherine Bearce is a financial advisor based in Andover, Massachusetts, working with Fourstar Wealth Advisors, LLC. Catherine has previously held positions at Lincoln Financial Advisors, Lpl Financial LLC, Fourstar Wealth Advisors, LLC, Nobles & Richards, Inc, and Integrated Wealth Concepts LLC. Catherine has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts. Currently, Catherine is part of Fourstar Wealth Advisors, LLC, which operates out of Andover, Massachusetts. The firm has 25 offices and 43 employees. The firm manages assets totaling $1.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and selection of other advisers. The fee structure at Fourstar Wealth Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fourstar Wealth Advisors, LLC Brokerage Details
$1,018,874,410
43
2,940
$346,556
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
Catherine Bearce Work History
Nobles & Richards, Inc
Fourstar Wealth Advisors, LLC
Lpl Financial LLC
Integrated Wealth Concepts LLC
Lincoln Financial Advisors
Disclosures
Please visit the SEC profile of Catherine Bearce to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fourstar Wealth Advisors, LLC
Chicago, IL
Chicago, IL
Chicago, IL
Mansfield, MA
Chicago, IL
Andover, MA
Sparta, NJ
Arlington, TX
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