Shift 4 Advisors offers personalized investment advisory services, including investment management, retirement planning, portfolio management, financial planning, and financial consulting. Shift 4 Advisors works with clients to identify their investment goals, risk tolerance, and financial objectives to create a suitable portfolio allocation. The firm also provides retirement planning services to small and mid-sized businesses, offering advice on structuring competitive retirement plans.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $750K | 1.25% |
| $750K+ | 1.00% |
Fees may be negotiable in certain circumstances. Existing legacy accounts may have a different fee structure.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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