A complete list of active advisors currently associated with Fourthpoint Advisors

Warmer can help you find a great advisor at Fourthpoint Advisors or one who fits your needs even better.

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.

To learn more about the advisors currently working at Fourthpoint Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.