Assets Under Management
$171.8M
Number of Clients
97
Number of Advisors
7
Average Client AUM
$1.8M
AUM per Advisor
$24.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Four Quadrant Wealth Advisors, Inc. provides personalized financial planning and discretionary portfolio management services. Financial planning covers a range of topics, and portfolio management is tailored to client needs and objectives. They offer advice on various securities and require discretionary authority for portfolio management.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.50% |
Current clients may be grandfathered under the previous fee of 1.50%.
11939 N Meridian St, Ste 225, Carmel, IN, 46032