Solutions 4 Wealth

Solutions 4 Wealth, Ltd is a Registered Investment Advisor established in September 2002 and has been offering discretionary asset management services since 2007. The firm specializes in asset management, financial planning, and private fund investments. Clients have the option to authorize discretionary authority for investment transactions. The firm's fee structure for asset management is negotiable, with fees billed quarterly in advance based on a percentage of assets under management. Financial planning fees may be included in the investment advisory fee or charged separately. The firm does not sponsor wrap fee programs and had approximately $171,895,666 in discretionary assets under management as of December 31, 2024. Clients are not required to have a minimum account size for investment management, but a minimum investment commitment of $150,000 is required for the S4W Multifamily Housing Fund, LP. The firm follows a "buy and hold" investment philosophy, focusing on diversified portfolios and minimizing risks. Solutions 4 Wealth does not receive external compensation for the sale of securities to clients and does not charge performance-based fees. The firm's brokerage practices include utilizing the Schwab Institutional services program for brokerage and custody services. Clients receive quarterly account statements directly from the custodian. Solutions 4 Wealth does not vote proxies for client securities and does not have any financial conditions that could impair its ability to meet commitments to clients. The firm does not have a history of bankruptcy petitions or disciplinary actions.