Fourth Dimension Financial Group (FDFG) helps clients create financial plans and select third-party money managers. FDFG assesses a client's financial situation and risk tolerance to develop an investment policy statement, which guides the selection of a suitable third-party manager. FDFG also offers financial planning services covering investments, insurance, taxes, retirement, college, and debt management. Educational seminars and workshops are also provided.
Assets Under ManagementN/A
Clients148
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable. Third party money management fees are in addition to fees charged by Fourth Dimension Financial Group.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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