4ASI is not related to the investment advisory arm of any securities broker/dealer. We are completely independent and responsible only to each client under Michigan regulations. This gives us the flexibility that a broker-affiliated investment advisor does not have. Of course, a registered broker/dealer must hold custody of your investment dollars, but we can work with your investments held at virtually any brokerage. We can also advise and manage 401(k) retirement plan money with many plan custodians.
Our stated minimum account is $2,500, because it’s often impractical to secure good investments for amounts below that. Nonetheless we’ll accept clients with lower amounts that set up an ongoing investment stream for regular or IRA contributions.
With a two-tiered fee schedule, small accounts are billed at hourly rates, keeping our services affordable. Our asset-based fees are reasonable and negotiable. We can access a full range of investment opportunities. While a small trading fee is imposed on transactions to your account, there are generally no hidden fees, costs or commissions. We are not permitted by our licensing and registration from receiving compensation from any of the investments we use.
4square Advisory Services, Inc. (4ASI) is A New Firm That Recently Celebrated Its First Anniversary. Larry Zimbler (CRD# 1439484), Our principal, has 30 years in the financial services industry, 20 of which were as a supervisory principal, branch office manager. Larry is also an expert in us tax and can advise clients on the tax part of their portfolios.
Three-piece suits, fancy offices, billboards, and fancy advertisements cost money that comes from your fees. We’re low-key and informal, and we establish rapport with our clients before designing their investment plans. We tend to be conservative in our approach to the investment marketplace, and many of our clients rely on us for regular income distributions.
Check out our website at www.4squareRIA.com; check Larry’s regulatory history (http://brokercheck.finra.org/); and ask for our Form ADV. We’re proud to answer your hard questions about investing, and why you should do it with us.
4square Advisory Services, Inc is an investment advisor registered in the State of Michigan.
Lawrence Zimbler, MST, EA, President
4square Advisory Services, Inc.
205 Lincoln St, Fenton, MI 48430
Mail to: PO Box 235, Linden, MI 48451-0235
800-930-6454, FAX 810-433-6020