A4 Wealth Advisors offers personalized financial planning and investment management services. They work with individuals, pension and profit sharing plans, trusts, estates, and charitable organizations. Their services include determining financial objectives, cash flow management, tax planning, insurance review, education funding, retirement planning, and estate planning. A4 may also recommend third-party money managers.
Assets Under Management$210M
Clients587
Advisors7
Avg. per Client$360K
Avg. per Advisor$31M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.50% |
| $100K - $10.0M | 1.60% |
| $10M+ | 0.60% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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