4-C Personal Wealth Management Consultants, LLC

Overview

4-C Personal Wealth Management Consultants, LLC is an independent, owner-operated RIA that focuses on individual and family clients. The firm provides financial planning and discretionary portfolio management for individuals and small businesses. Its fee model combines percentage-of-AUM billing with the option of fixed fees. The firm does not present itself as a capital allocator or pension consultant, is not an active ESG investor, and is not registered as a multi-state adviser. Investment activity centers on managed, discretionary portfolios built predominantly from public mutual funds, supplemented by third-party alternative vehicles. Custody is consolidated at a single major custodian for the entirety of assets under management.

Assets & Accounts

Investments & Alternatives