Four Quarters Capital provides investment management and financial planning services. They evaluate a client’s financial situation to design an investment plan. Investment management includes managing investment portfolios. Financial planning is offered as an ongoing service to investment management clients and includes investment, real estate, insurance, tax, retirement, and college planning, as well as debt/credit planning. Financial planning is not offered as a standalone service.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees may be lowered or waived during client onboarding, or may be discounted or waived for family and/or friends.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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