A4 Wealth Advisors LLC
A4 Wealth Advisors LLC (CRD# 152397) is a financial advisory firm headquartered in Huntersville, NC. They manage $13,246,000 in 102 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management13MILLION
Total Number of Accounts102ACCOUNTS
Average Account Value$129,863
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Gail Scurry (CRD# 2319542) is an Investment Advisor Representative working at A4 Wealth Advisors LLC in Huntersville, NC and has over 5 years of experience in the finance industry.