Bogdan Niciu
Bogdan Niciu is a registered investment advisor at 4-C Personal Wealth Management Consultants, LLC, based in Creve Coeur, MO, with 9 years of industry experience. Bogdan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 59 clients with $98M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable at the sole discretion of the Advisor.
Fee Estimator
Location
677 Craig Road, Suite 211, Creve Coeur, MO, 63141
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
4-C Personal Wealth Management Consultants, LLC
State Registrations2 states
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