Fourthpoint Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$56,367,780
Clients
19
Advisors
1
of 1 employees
About
The firm is a small independent RIA managing roughly $59 million for about 19 clients, offering portfolio management, fiduciary financial planning, and retirement-plan consulting to individuals, families, businesses and nonprofit employers. Its client base includes pension and profit‑sharing plan sponsors and other institutional-type clients in addition to individual households.
Investment management is delivered primarily on a non‑discretionary basis, with the firm reporting that client assets are managed non‑discretionarily while also arranging discretionary solutions when clients select outside separate account managers or third‑party model portfolios. Portfolios can include individual stocks and bonds as well as ETFs and mutual funds, and the firm uses custodial and reporting platforms to provide integrated planning and account reporting.
Distinctive features reported in the brochure include a separate insurance brokerage practice maintained by the firm’s principal, which can result in commission‑based conflicts when insurance products are recommended, and a formal role providing ERISA‑level retirement plan consulting for employer plans and rollover advice. The firm also discloses reliance on a single custodian relationship that supplies research and operational services (soft‑dollar benefits), a practice it identifies and seeks to manage.
Client services
Expertise
Occupation focus
Fee options
$0 - $5,000,000: 1.25% $5,000,001 - $10,000,000: 1.00%
Insurance brokerage commissions range from 50% to 100% of first year costs (around 10% for renewals after 10+ years)
$200 per hour (billed in 15-minute increments) for ad-hoc financial planning and consulting
Account minimum: $500,000 for individual accounts; $1,000,000 for business and non-profit accounts (minimums may be waived at firm's discretion) Minimum fee: $2,000 one-time onboarding fixed fee Fee-only: Fee-only advisory services; no commissions for investment advisory services
Main office
Wellesley MA
Advisors at this office
1
Most active in
Maryland · Massachusetts
Also doing business as
Foley, Peter C. · Fourthpoint Advisors
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.
Is not active or affiliated with:
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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