Fourth Dimension Wealth, LLC
Assets Under Management
$283.6M
Number of Clients
591
Number of Advisors
8
Average Client AUM
$480K
AUM per Advisor
$35.5M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
About This Firm
Fourth Dimension Wealth, LLC (FDW) offers asset allocation programs, third-party advisory programs, and financial planning services. They provide customized, individually managed portfolios based on client goals and risk tolerance. FDW also offers personal financial planning services covering various areas like retirement, education, estate, and tax planning.
Fee Structure
FDW charges fixed fees for financial planning, typically ranging from $2,500 to $5,000, but can vary based on complexity. The hourly rate for specific financial planning services is $200. For investment management, fees are negotiable, with a maximum annual advisory fee of 2.5% of managed accounts. Clients also pay transaction charges to the broker/dealer, not FDW. Minimum account size is $10,000, but may be waived.
Areas of Practice
Location
16600 Sprague Rd, Suite 450, Middleburg Heights, OH, 44130