4Wealth Advisors manages investment portfolios and provides personalized financial planning for individuals, families, businesses, and retirement plans. 4Wealth Advisors offers both discretionary and non-discretionary portfolio management, tailoring investment strategies to each client's specific risk tolerance and goals. In addition to managing investments directly, the firm can recommend and monitor third-party money managers. 4Wealth Advisors provides comprehensive, modular, and consultative financial planning covering retirement, taxes, estate planning, insurance, college funding, and business succession. The firm also offers specialized consulting services for employee benefit plans. Affiliated professionals at 4Wealth Advisors can provide separate insurance, accounting, and tax services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.80% |
Maximum annual fees vary by advisor, ranging from 1.00% to 1.80%. Fees are negotiable.