Four Quadrant Wealth Advisors, Inc.

Four Quadrant Wealth Advisors, Inc. is a registered investment adviser based in Carmel, Indiana, providing personalized financial planning and portfolio management services since 2004. The firm offers financial planning services tailored to individual needs, including consultations on specific financial topics and written plans to achieve financial goals. Portfolio management services are offered on a discretionary basis, with continuous monitoring and rebalancing based on clients' risk tolerance and objectives. The firm primarily advises on mutual funds, ETFs, and equity securities, with a focus on long-term growth and risk management. For financial planning services, fees range from $8,000 to $30,000, depending on complexity, while portfolio management fees are based on a percentage of assets managed, ranging from 1.50% to 2.00%. The firm does not accept performance-based fees or engage in side-by-side management. Clients have investment discretion options, allowing them to set investment objectives and guidelines. Four Quadrant Wealth Advisors does not have any reportable disciplinary information and does not receive compensation for client referrals. The firm emphasizes client privacy and security, with policies in place to protect personal information. Clients are responsible for voting proxies on their securities, and the firm does not participate in class action lawsuits on behalf of clients.