Fourthpoint Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$59,118,022
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
19
95% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
19
Average account size
$3,111,475
About
The firm serves a small group of primarily individual and family clients and also provides consulting and investment-advisory services to employer organizations and nonprofit plan sponsors. Its offerings include financial planning, portfolio analysis and management, retirement-plan consulting, and separate insurance-brokerage services that are maintained distinct from the advisory relationship.
The firm generally delivers investment advice on a non‑discretionary basis while also making available discretionary solutions through outside separate account managers and ETF-based model portfolios when clients prefer. Clients access reporting and planning tools via a client portal and third‑party platforms, and the adviser monitors portfolios and sub‑managers on a regular schedule.
Compared with many peers, the firm combines retail financial planning with institutional/plan consulting and retains an active insurance brokerage practice, a mix that is uncommon for an independent adviser of this size. It also reports that most assets are managed non‑discretionarily and discloses soft‑dollar benefits from its chosen custodian and potential conflicts tied to insurance commissions and retirement‑account rollovers, which it addresses through disclosure and fiduciary procedures.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Annuities
Charitable giving & philanthropy
Retirement plans for business owners (SEP, solo 401k)
Business exit / sale strategy
Long-term care insurance
Occupation focus
Founder/Business Owner
Fee options
$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
Main office location
Fourthpoint Advisors
Wellesley MA, United States
Number of offices
1
Most active in
Fourthpoint Advisors has reported serving >5 clients in these states in the last 12 months.
Maryland · Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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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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