Fourth Dimension Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$343,387,866
Clients
624
Advisors
10
of 15 employees
About
Fourth Dimension Wealth serves individuals, trusts, estates, corporations and retirement plans with discretionary and non‑discretionary investment management and personal financial planning. Its advisory services include customized asset allocation, implementation through multiple custodians, and planning areas such as retirement, education, estate and gift planning, income tax planning, charitable gift planning, and strategies for stock options and restricted stock.
FDW’s investment approach is individualized: each investment adviser representative develops asset allocations based on a client’s goals, risk tolerance and time horizon, and portfolios are actively monitored and managed using a mix of techniques (charting, fundamental and technical analysis). Client accounts may hold equities, fixed income, mutual funds, ETFs (including crypto ETFs in limited cases), options and other instruments, and clients may place reasonable investment restrictions while being advised that rebalancing and trades can create taxable events.
Compared with many peers, FDW emphasizes ongoing client communications and education: the firm provides detailed quarterly performance reports and other ongoing disclosures and participates in or hosts client workshops and seminars with third‑party support. Some of its advisor representatives hold accounting credentials and may offer accounting‑related services, although FDW states it does not provide legal or accounting services and clients are not required to use those services.
Client services
Expertise
Occupation focus
Fee options
Personal Financial Planning Services fees usually range from $2,500 to $5,000, average approximately $4,000, depending on complexity
$200 per hour for discrete Personal Financial Planning Services or if plan preparation is cancelled before completion
Main office
16600 Sprague Rd, Suite 450
Middleburg Heights OH 44130
Advisors at this office
10
Most active in
California · Florida · Illinois · Michigan · North Carolina · Ohio · South Carolina · Texas · Virginia · West Virginia
Also doing business as
Clear Goal Financial, LLC · Fourth Dimension Wealth, LLC · Lakepointe Advisors LLC · Semper Fidelis Financial
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.
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Advisors at this firm
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