Thomas Cirincione is a CFA-designated registered investment advisor at Fourth Dimension Wealth, LLC, based in Middleburg Heights, OH, with 1 years of industry experience. Thomas 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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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.
Location
16600 Sprague Rd, Suite 450, Middleburg Heights, OH, 44130
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Thomas is a board member for LifeAct and the President of the Cleveland Italian Ancestry Organization, both non-profit organizations. He dedicates minimal time to each role.
Employment History
Current Registrations
Fourth Dimension Wealth, 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.