Fourth Dimension Wealth, LLC

Fourth Dimension Wealth, LLC is an independent investment advisory firm established in 2019 and registered with the SEC. Founded by Doug Magers, the firm offers advisory services primarily through individual investment adviser representatives. Services include asset allocation programs, third-party advisory programs, and financial planning services. Clients have the option to place restrictions on investments and discretionary powers granted to the firm. Personal financial planning services cover various areas such as investment portfolio asset allocation, retirement planning, and tax planning. Investment management services include discretionary and non-discretionary account management, with portfolios consisting of various securities. Fees for personal financial planning services range from $2,500 to $5,000, while advisory fees for managed accounts are negotiable and not based on capital gains. The firm does not charge performance-based fees or engage in side-by-side management. Clients include individuals, trusts, corporations, and retirement plans, with a minimum account size of $10,000. FDW does not have any disciplinary history and does not accept authority to vote proxies on behalf of clients. The firm does not require prepayment in advance and has not been subject to bankruptcy.