4Square Advisory Services, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$19,656,350
Clients
39
Advisors
1
of 1 employees
About
4square Advisory Services primarily serves individual and high-net-worth clients with ongoing portfolio management and standalone financial planning. The firm also uses model portfolios available through Altruist’s Model Marketplace and notes it provides fiduciary advice for retirement accounts and may work with tax-exempt organizations.
The firm’s investment process is built around a written Investment Policy Statement tailored to each client’s goals, time horizon, and risk tolerance, and it employs fundamental analysis alongside both long- and short-term trading. Portfolios are constructed from a defined set of investments — mutual funds, fixed income, REITs, ETFs, annuities, TIPS, and non‑U.S. securities — and the adviser typically seeks discretionary trading authority to implement its strategies.
A distinctive aspect of the firm is its connection to accounting and tax-related activities: the principal maintains accounting and tax-instruction work and may offer tax-related advice or products in that capacity. The brochure also highlights the firm’s willingness to serve tax-exempt organizations (sometimes at reduced or no charge) and its use of model-driven management combined with custody options such as Altruist and Innovative Brokers, features that are less common among peers.
Client services
Expertise
Fee options
Financial planning fixed fees range between $0 and $1,500 (negotiated)
0.75% annually for all assets, fees negotiable down to 0.45%
$150/hour, billed in 1/4 hour increments; minimum fee of 1/4 hour per calendar quarter for ongoing portfolio management
Account minimum: $2,500
Main office
205 Lincoln St
Fenton MI 48430
Advisors at this office
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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