Four Quadrant Wealth Advisors offers personalized financial planning and portfolio management services. Financial planning includes broad-based planning or consultations on specific financial topics. Portfolio management is tailored to meet client needs and investment objectives, with discretionary authority required. The firm advises on various investments, including equities, bonds, ETFs, and digital assets.
Assets Under Management$220M
Clients100
Advisors7
Avg. per Client$2.2M
Avg. per Advisor$31M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.50% |
Current clients may be grandfathered under the previous fee of 1.50%. Fees are non-negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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