Jeffrey Dvorak is a CFP-designated registered investment advisor at 4d Financial Advisors, LLC, based in Glen Ellyn, IL, with 13 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 62 clients with $88M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
4D Financial Advisors offers ongoing wealth management that includes both financial planning and investment management. The quarterly cost of these services is:
- $0 to $500,000: $1,250
- $500,001 to $1 Million: Up to $2,125
- $1 Million to $1.5 Million: Up to $2,875
- $1.5 Million to $2 Million: Up to $3,625
- $2 Million to $3 Million: Up to $5,125
- $3 Million +: $5,125 + 0.0875% above $3 Million
Contact
Jeffrey Dvorak
Location
2S421 Canterbury Ct., Glen Ellyn, IL, 60137
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
4d Financial Advisors, LLC
State Registrations1 state
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