Fourth Dimension Wealth manages investment portfolios and offers personal financial planning services tailored to individual client goals, risk tolerances, and time horizons. The firm creates customized portfolios using stocks, bonds, exchange-traded funds, mutual funds, and other securities, operating on both a discretionary and non-discretionary basis. Fourth Dimension Wealth also provides comprehensive financial planning or consulting on discrete topics such as retirement planning, tax strategies, estate planning, education savings, insurance reviews, and cash flow management. The firm works primarily with individuals, trusts, estates, charitable organizations, and businesses.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum annual advisory fee is 2.50%. Fees are negotiable and charged quarterly in advance.