Fourth Dimension Wealth (FDW) provides investment advice and financial planning to individuals, trusts, businesses, and retirement plans. FDW offers customized investment portfolios and financial planning services covering retirement, education, estate, tax, and cash flow planning. FDW does not take custody of client funds, except for fee deductions and standing letters of authorization.
Fee Structure
FDW provides ongoing investment management services based on your individual needs. Your portfolio may include stocks, bonds, ETFs, mutual funds, and cash. Accounts can be managed with or without FDW getting your approval before each trade. The maximum annual advisory fee is 2.5% of the managed account value. You will also pay transaction charges to the broker/dealer, not to FDW.