Matthew Dwayne Bates

CFP

Four Quadrant Wealth Advisors, INC.

17 Years of Experience

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Firm Information

Four Quadrant Wealth Advisors, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

7 advisors

Number of Clients

97 clients

Average Client Portfolio

$1.8M average

Assets Under Management

$171.8M

Fee Structure

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	2.00%
$1M+	1.50%

Current clients may be grandfathered under the previous fee of 1.50%.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Financial Plan Fee:$2,500 - $30,000

Financial planning fees range from $8,000 to $30,000, depending on complexity. Portfolio management fees are based on a percentage of assets managed: 2.00% annually on the first $1,000,000 and 1.50% on assets above that. Fees are billed quarterly in arrears. Current clients may be grandfathered under the previous fee of 1.50%.

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Areas of Practice

Financial Planning & CoachingInvestment Management

Advisor Information

Office location

11939 N Meridian St, Ste 225, Carmel, IN, 46032

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Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.