WC
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.
October 2023 - Present · 2 yrs 3 mos
Previous Registrations
Miller Private Wealth LLC
December 2022 - February 2023 · 2 mos
Personal Wealth Partners LLC
May 2022 - October 2022 · 5 mos
Cx Institutional, LLC
March 2021 - May 2023 · 2 yrs 2 mos
State Registrations1 state
IN
Advisor
Exams
No exam information available for this advisor.