4-C Personal Wealth Management Consultants, LLC
Fee-Only (% of Portfolio)Fixed/Hourly
4-C Personal Wealth Management Consultants offers customized wealth management services, including investment management and financial planning. They work with clients to identify their investment goals, risk tolerance, and financial situation to create a portfolio strategy. Financial planning services cover areas like retirement, education savings, and insurance needs. 4-C may refer clients to other specialists like accountants or attorneys.
Assets Under Management$98M
Clients59
Advisors2
Avg. per Client$1.7M
Avg. per Advisor$49M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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