4Wealth Advisors offers investment advice on both discretionary and non-discretionary bases, tailoring services to individual client needs. They manage assets through customized portfolios, predefined strategies, or model portfolios, and may use sub-advisers. 4Wealth also provides financial planning services covering retirement, investments, estate, insurance, college, business succession, and tax planning. They monitor portfolios and offer asset allocation services.
Fee Structure
4Wealth Advisors charges a percentage of the assets they manage. The maximum annual fee varies depending on the Investment Advisor Representative, ranging from 1.00% to 1.80%. Fees are paid quarterly in advance. The firm may combine account values of family members to determine the applicable advisory fee. Fees charged by some representatives are in addition to any sub-advisor fees.