4Square Advisory Services, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$19,721,407
Total clients
39
13% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
39
Average account size
$505,677
About
4square Advisory Services is an independent, single‑advisor registered investment adviser that provides ongoing portfolio management and financial planning to individual and high‑net‑worth clients. Services include creation of written Investment Policy Statements and financial plans addressing investments, tax concerns, retirement, insurance and college planning.
The firm relies on fundamental analysis and employs both long‑ and short‑term trading, typically seeking discretionary authority to implement model or custom portfolios for clients. It uses Altruist’s Model Marketplace and custodian services to access model portfolios and tax management tools and limits its advice primarily to mutual funds, ETFs, fixed income, REITs and annuities.
Noteworthy features in the brochure include an accounting affiliation: the firm’s principal maintains accounting and tax‑instruction activities and may offer related tax advice or products to clients. The firm also notes it works with corporate/business clients and with tax‑exempt or charitable organizations (including offering reduced or no‑fee services to some tax‑exempt clients) and may absorb or pass through Model Marketplace fees, practices that are less common among solo independent advisers.
Client services
Expertise
Fee options
Fixed fees for financial planning between $0 and $1,500
0.75% annually
$150/hour, billed in ¼ hour increments, minimum ¼ hour per calendar quarter
Account minimum: $2,500
Main office location
4Square Advisory Services, Inc.
205 Lincoln St
Fenton MI 48430, United States
Number of offices
1
Most active in
Michigan
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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