Jeffrey Dvorak is a CFP-designated registered investment advisor at 4d Financial Advisors, LLC, based in Glen Ellyn, IL, with 13 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 62 clients with $66M 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 $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $1.5M | 0.77% |
| $1.5M - $2.0M | 0.72% |
| $2.0M - $3.0M | 0.68% |
| $3M+ | 0.09% |
Fees are billed quarterly in arrears based on average daily portfolio value. Portfolio management includes ongoing financial planning.
Fee Estimator
Contact
Jeffrey Dvorak
Location
2S421 Canterbury Ct., Glen Ellyn, IL, 60137
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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
4d Financial Advisors, LLC
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.
Exams
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