4square Advisory Services offers portfolio management tailored to individual client goals and risk tolerance. They create investment plans and manage portfolios with discretionary authority. They also offer financial planning covering investments, insurance, taxes, retirement, college, and debt. 4ASI may use model portfolios from Altruist, LLC.
Assets Under Management$19M
Clients37
Advisors1
Avg. per Client$520K
Avg. per Advisor$19M
Fee Structure
Minimum Investment:$2.5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fees are generally negotiable. Negotiated reductions to asset based fees have been set at 0.5%, and 0.45%; with the final two being specific individual instances. The advisor representative, his spouse and children are provided services without charge.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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