Quin Strouse is a registered investment advisor at Fourth Dimension Wealth, LLC, based in Millersburg, OH, with 2 years of industry experience. Quin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 591 clients with $280M in assets under management.
Compensation
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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.
Location
9081 County Road, Millersburg, OH, 44654
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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.
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Quin is involved with Fourth Dimension Wealth, LLC as an investment advisor representative and provides administrative support, dedicating nearly full-time hours to these activities. Quin also serves as a board member for Design Outreach, Inc. and has a business entity for tax/investment purposes.
Employment History
Current Registrations
Fourth Dimension Wealth, LLC
LPL Financial LLCBroker
LPL Financial LLC
State Registrations13 states
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.