4 Vertical is a registered investment advisor firm based in Riverview, Florida, led by founder and President Christian Pearson. The firm provides custom portfolio management and financial planning services. 4 Vertical takes a tactical approach to investing, utilizing a wide range of securities including stocks, bonds, mutual funds, and exchange-traded funds with the goal of managing risk and enhancing returns. Rather than making trades without consulting you, 4 Vertical operates on a non-discretionary basis, meaning you must approve all trades before they are executed. In addition to individual portfolio management and financial planning, 4 Vertical offers retirement plan consulting services for qualified plans. The firm does not have any minimum account size requirements for opening or maintaining an account.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees may be negotiated by 4 Vertical at its sole discretion.