Fourth Dimension Wealth, LLC

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Total assets under management

$283,639,266

Total clients

584

31% high-net worth

Total advisors

of 15 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

Average account size

$485,684

Client services

Financial planning Portfolio management Newsletters or periodicals Educational seminars or workshops

Fee options

Fixed

Financial planning services fees typically range from $2,500 to $5,000, averaging about $4,000, based on complexity and mutually agreed upon.

Percentage

Up to 2.5% annually maximum; actual fees are negotiable and may vary by account size and IAR discretion

Project-based

Financial planning services billed at $200 per hour for discrete planning or consulting services, or if financial plan is cancelled before completion.

Other

Account minimum: $10,000 Fee-only: Investment management fees up to 2.5% annually; fees negotiable and may be tiered or aggregated across accounts.

Disclosures

Business activities & affiliations

Is active or affiliated with:

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Main office location

Fourth Dimension Wealth, LLC

16600 Sprague Rd, Suite 450

Middleburg Heights OH 44130, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website 440-664-4045

Advisors at this firm

Joseph R

Series 65

Middleburg Heights, OH

Fourth Dimension Wealth, LLC

Andrew U

CFP®, Series 66

Middleburg Heights, OH

Fourth Dimension Wealth, LLC

John D

Series 63, Series 65

Middleburg Heights, OH

Fourth Dimension Wealth, LLC

Salvatore D

Series 63, Series 66

Middleburg Heights, OH

Fourth Dimension Wealth, LLC

Thomas C

CFA®

Middleburg Heights, OH

Fourth Dimension Wealth, LLC

James C

Series 66

Middleburg Heights, OH

Fourth Dimension Wealth, LLC

Christopher N

Series 65

Middleburg Heights, OH

Fourth Dimension Wealth, LLC

Douglas M

Series 66

Middleburg Heights, OH

Fourth Dimension Wealth, LLC

Quin S

Series 66

Millersburg, OH

Fourth Dimension Wealth, LLC

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