SP
Firm Information
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%.
Areas of Practice
Financial Planning & CoachingInvestment Management
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Advisor Information
Office location
11939 N Meridian St, Ste 225, Carmel, IN, 46032
Get directionsRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
Four Quadrant Wealth Advisors, INC.
May 2018 - Present · 7 yrs 8 mos
Previous Registrations
Sagepoint Financial, INC.
November 2017 - February 2018 · 3 mos
Sagepoint Financial, INC.Broker
September 2015 - February 2018 · 2 yrs 5 mos
National Planning CorporationBroker
September 2011 - September 2015 · 4 yrs
J.P. Turner & Company, L.L.C.Broker
April 2010 - September 2011 · 1 yr 5 mos
Gunnallen Financial, INCBroker
November 2009 - March 2010 · 4 mos
Allstate Financial Services, LLCBroker
June 2005 - March 2009 · 3 yrs 9 mos
State Registrations1 state
IN
Advisor
Exams
No exam information available for this advisor.