Advisor at Fourthpoint Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Fourthpoint Advisors
Location
Wellesley, MA
Credentials
CFP®, ChFC®, Series 63
Industry experience
20 years
Peter Foley is a CFP® and ChFC® with over 20 years of experience in financial advising. He has operated Fourthpoint Advisors in Wellesley, MA since 2005. In addition to his advisory work, Foley is a licensed insurance broker in multiple states, including Massachusetts. Fourthpoint Advisors serves a select group of individual and family clients, along with employer organizations and nonprofit plan sponsors, offering financial planning, portfolio management, and retirement-plan consulting. The firm provides both non-discretionary and discretionary investment solutions and maintains a distinct insurance brokerage practice.
Based on Fourthpoint Advisors
Based on Fourthpoint Advisors
$0 - $5,000,000: Category (A) Equity and Balanced: 1.25% annually $0 - $5,000,000: Category (A) Fixed Income Only: 0.50% annually $0 - $5,000,000: Category (B) and (C) Equity and Balanced (discretionary via outside managers): 0.50% annually $0 - $5,000,000: Category (B) and (C) Fixed Income Only: 0.35% annually $5,000,000+: Category (A) Equity and Balanced: 1.00% annually $5,000,000+: Category (A) Fixed Income Only: 0.35% annually $5,000,000+: Category (B) and (C) Equity and Balanced (discretionary via outside managers): 0.35% annually $5,000,000+: Category (B) and (C) Fixed Income Only: 0.30% annually
Insurance brokerage commissions for insurance products (conflict of interest disclosed)
Financial Planning and specialized advisory services at $200 per hour (non-investment clients $250 per hour)
Account minimum: $500,000 for individuals; $1,000,000 for businesses and non-profits (waivers possible) Minimum fee: $2,000 initial client setup fee (includes basic financial plan) Fee-only: Fee-only advisory services; no commissions on investment products
Wellesley, MA
Maryland · Massachusetts
Peter Foley/ FourthPoint Advisors
2005 - Present (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
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.
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I began my career in the financial services industry nearly ten years ago. Prior to founding Dreamfield Planning Group, I served as an associate wealth management advisor at Sconset Wealth Management—an advisory practice nested in the downtown Boston office of Northwestern Mutual—where I developed financial plans and managed investment assets. In a preceding role in the same office, I led an internal business unit providing investment consulting services to multiple financial advisors representing more than $200 million of assets under management (AUM). Previous to that, I served as an associate financial advisor at a Foxborough, Massachusetts financial planning practice and as a research analyst at a Cambridge, Massachusetts public policy research firm. I hold a Bachelor of Arts in History from Hendrix College and a Master of Public Policy from Georgetown University. I am both a CERTIFIED FINANCIAL PLANNER™ and a CFA Charterholder. I have lived for many years in Milton, Massachusetts with my wife Allie and our son Ben. In my spare time, I enjoy travel, reading, playing guitar, and taking long walks with the family dog, Louie.
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