4 Seasons Advisors offers ongoing portfolio management based on individual client goals and risk tolerance. They create an Investment Policy Statement for each client to outline their current situation and construct a plan to select a suitable portfolio. They also offer financial planning services covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning.
Assets Under Management$700K
Clients10
Advisors2
Avg. per Client$70K
Avg. per Advisor$350K
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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