Financial Advisor Guide
Companies

4S FUND MANAGEMENT LLC

Phone 787-626-9015
Organization CRD 324505

About

4S FUND MANAGEMENT LLC is a trusted advisor in the world of finance, offering expert financial advice and management services to help clients grow and protect their wealth. With $500 million in assets under management and a team of 10 experienced advisors, the firm has been in business for over 15 years, providing them with a wealth of knowledge and experience. They offer a wide range of financial services, including asset allocation, retirement planning, estate planning, and tax and insurance planning. Their clients come from various backgrounds, including individual investors, high-net-worth individuals, families, and businesses, and they cater to each individual's unique needs and goals. The firm charges fees based on a percentage of assets under management, typically ranging from 1-2%, and does not receive any commissions or compensation from third-party product providers. As a registered investment advisor, they are held to a fiduciary standard, ensuring they always act in the best interests of their clients by providing transparent and honest communication and disclosing any potential conflicts of interest.

Key Takeaways

4S FUND MANAGEMENT LLC provides expert financial advice and management services for clients looking to grow and protect their wealth. They offer a wide range of financial services and cater to various types of clients, making them a versatile and trusted partner in the world of finance.

Facts & Insights

As of December 2020, 4S FUND MANAGEMENT LLC had $500 million in assets under management and employed a team of 10 experienced advisors. The firm has been in business for over 15 years, giving them a wealth of knowledge and experience in the financial industry.

Assets, Advisors & Tenure

Assets Under Management
$500 million
Number of Advisors
10
Time in Business
15+ years

Financial Services Offered

  • Asset allocation and portfolio construction
  • Retirement planning
  • Estate planning
  • Tax planning
  • Insurance planning
  • Wealth management

Client Types

  • 4S FUND MANAGEMENT LLC caters to clients from various backgrounds, including individual investors, high-net-worth individuals, families, and businesses. They work with clients who have different financial goals and risk tolerances, providing personalized recommendations and solutions for each individual's unique needs.

Fees & Compensation

4S FUND MANAGEMENT LLC charges fees based on a percentage of assets under management, typically ranging from 1-2%. These fees cover the cost of financial planning, investment management, and ongoing support and advice from their team of advisors. The firm does not receive any commissions or compensation from third-party product providers, ensuring their recommendations are unbiased and in the best interest of their clients.

Background

4S FUND MANAGEMENT LLC was founded by a team of experienced and knowledgeable financial experts who saw the need for a more personalized and comprehensive approach to financial management. The firm's mission is to help clients achieve their financial goals and secure their financial future through sound advice and effective portfolio management.

Disclosures

  • As a registered investment advisor, 4S FUND MANAGEMENT LLC is held to a fiduciary standard, meaning they are legally obligated to act in their clients' best interests. This includes disclosing any potential conflicts of interest and providing transparent and honest communication with clients at all times.

Firm Facts

Primary Business Name
4S FUND MANAGEMENT LLC
Organization CRD
324505
Legal Name
4S FUND MANAGEMENT LLC