4612 Group provides wealth management services to high-net-worth individuals and family offices, focusing on portfolio management and asset allocation. They also manage private pooled investment vehicles and offer consulting services to companies, advising on strategic alternatives like debt financing and equity capital raises. Wealth Management Clients' portfolios are invested in equities, fixed income, alternatives, and cash equivalents.
Fee Structure
4612 Group determines wealth management fees on a case-by-case basis. Fees are based on a percentage of the value of your portfolio or are fixed advisory fees. New wealth management agreement fees are calculated based on the scope of work and adjusted for the complexity of individual situations. All fees are subject to negotiation.