Fourthought Financial Partners, LLC.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,728,658,594
Clients
970
Advisors
10
of 20 employees
About
FourThought Financial Partners provides wealth management, investment advisory and financial planning to individuals, high-net-worth families and institutional sponsors, including retirement and profit‑sharing plans. The firm offers discretionary portfolio management, comprehensive financial planning and retirement plan consulting, and may advise on annuities, employer‑sponsored retirement plan assets and privately placed securities.
Investment programs are built from a financial‑planning foundation and tailored to client goals, risk tolerance and cash‑flow needs; the firm uses mutual funds, ETFs, individual equities and bonds, structured notes, independent managers and private pooled vehicles in customized allocations. FourThought describes strategies for income, dividend growth, core and growth exposures and emphasizes cash‑flow analysis and targeted fixed‑income maturities (including short‑term zero‑coupon bonds) to meet client income needs.
FourThought is an indirect, wholly‑owned subsidiary of Focus Financial Partners and operates with a network of affiliated entities, including other registered advisers, broker‑dealers, pension consulting and insurance affiliates (e.g., Focus Risk Solutions), as well as affiliated investment managers (SCS Capital Management LLC and Origin Investments Group) whose private pooled vehicles FourThought may recommend. The firm also facilitates third‑party cash and credit solutions through arrangements with UPTIQ and Flourish and participates in third‑party lead programs such as SmartAsset; these affiliated relationships and revenue‑sharing arrangements are disclosed in the firm’s brochure and can create conflicts of interest.
Client services
Expertise
Occupation focus
Fee options
Financial planning and consulting fees range from $2,000 to $75,000 depending on scope and complexity
$0 - $1,000,000: 0.95% $1,000,000 - $2,500,000: 0.85% $2,500,000 - $5,000,000: 0.65% $5,000,000 - $10,000,000: 0.55% $10,000,000 - $20,000,000: 0.45% $20,000,000 - $50,000,000: 0.30% $50,000,000 - $100,000,000: 0.15% $100,000,000+: Negotiable
Account minimum: $250,000 Minimum fee: $750 per quarter minimum fee
Main office
310 W. Venice Avenue, Suite 201
Venice FL 34285
Advisors at this office
11
Most active in
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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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
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Advisors at this firm
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