Stacy Phillips is a registered investment advisor at Four Quadrant Wealth Advisors, INC., based in Carmel, IN, with 19 years of industry experience. Stacy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 100 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Location
11939 N Meridian St, Ste 225, Carmel, IN, 46032
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Four Quadrant Wealth Advisors, INC.
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
National Planning CorporationBroker
J.P. Turner & Company, L.L.C.Broker
Gunnallen Financial, INCBroker
Allstate Financial Services, LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.