4-C Personal Wealth Management Consultants provides customized wealth management, investment management, and financial planning services for individuals, high net worth individuals, trusts, and estates. The firm focuses on building personalized portfolios using individual stocks, bonds, mutual funds, exchange-traded funds, and other securities tailored to each client's long-term goals and risk tolerance. In addition to managing investment portfolios, 4-C Personal Wealth Management Consultants offers comprehensive financial planning covering investment strategy, retirement planning, personal savings, education funding, and insurance needs. The firm also provides retirement plan advisory services for employers and plan sponsors. 4-C Personal Wealth Management Consultants operates as a registered investment advisor with the U.S. Securities and Exchange Commission and is based in Creve Coeur, Missouri.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable at the sole discretion of the firm.