4-C Personal Wealth Management Consultants, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

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.

Assets Under Management$110M
Clients53
Advisors2
Avg. per Client$2.1M
Avg. per Advisor$55M

Fee Structure

Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.75%
$5M+0.50%

Fees are negotiable at the sole discretion of the firm.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2 Advisors at this firm

4-C Personal Wealth Management Consultants, LLC - Fees, AUM & Advisors | TrueAdvisor