Four Quadrant Wealth Advisors, INC.
Assets Under Management
$171.8M
Number of Clients
97
Number of Advisors
7
Average Client AUM
$1.8M
AUM per Advisor
$24.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Four Quadrant Wealth Advisors, Inc. offers personalized financial planning and discretionary portfolio management services. Financial planning includes broad-based planning or consultations on specific topics. Portfolio management is tailored to client objectives and risk tolerance, with continuous monitoring and rebalancing. They advise on various investments, including equities, debt, ETFs, and mutual funds.
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
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
Location
11939 N Meridian St, Ste 225, Carmel, IN, 46032