4D Financial Advisors provides ongoing portfolio management based on individual client goals and risk tolerance. They create an investment policy statement for each client. 4D also offers financial planning services, including investment, estate, tax, retirement, insurance, and education planning. These services are based on fixed fees.
Assets Under Management$88M
Clients62
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$88M
Fee Structure
Planning is included in investment management
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
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