Four Corners Financial offers wealth management services, including investment management using mutual funds, ETFs, and individual securities. They also provide financial planning services, either as part of wealth management or separately. They work with individuals, high net worth individuals, trusts, estates, and retirement plans. Four Corners Financial acts as a fiduciary, committed to acting in the client's best interest.
Assets Under Management$100M
Clients45
Advisors1
Avg. per Client$2.3M
Avg. per Advisor$100M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.60% |
| $4.0M - $10.0M | 0.40% |
| $10M+ | 0.20% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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