Fourth Dimension Wealth, LLC

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Assets Under Management

$283.6M

Number of Clients

591

Number of Advisors

Average Client AUM

$480K

AUM per Advisor

$35.5M

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

About This Firm

Fourth Dimension Wealth, LLC (FDW) offers asset allocation programs, third-party advisory programs, and financial planning services. They customize portfolios based on client goals and risk tolerance. Financial planning covers retirement, education, estate, tax, and investment planning. Accounts are managed on a discretionary or non-discretionary basis.

Fee Structure

Minimum Investment:$10K

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching

Location

16600 Sprague Rd, Suite 450, Middleburg Heights, OH, 44130

8 Advisors at this firm

CFP

Andrew Payne Ulrich

Douglas Ryan Magers

James Fredrick Collins

John Steven Damiano

Joseph John Rudnicki

Quin Robert Strouse

Salvatore John Dangelo

CFA