Peter Foley
Peter Foley is a CFP, ChFC-designated registered investment advisor at Fourthpoint Advisors, based in Wellesley, MA, with 20 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 20 clients with $57M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.25% |
| $5M+ | 1.00% |
Schedule shown is for Equity and Balanced portfolios. Fixed Income Only portfolios have lower rates: 0.50% (under $5M) and 0.35% (over $5M). Fees are for Category A accounts managed by Peter Foley. Category B and C accounts (managed by outside managers) have different fee schedules: 0.50% (under $5M) and 0.35% (over $5M) for Equity and Balanced, and 0.35% (under $5M) and 0.30% (over $5M) for Fixed Income Only.
Fee Estimator
Location
Wellesley, MA
Get directionsHistory
Regulatory History (1)
Regulatory
March 2002Other Business ActivitiesSells Insurance
Peter is a licensed insurance broker in some states, including Massachusetts, operating as a sole proprietor. This activity is insurance-related.
Employment History
Current Registrations
Fourthpoint Advisors
Previous Registrations
Advest, INC.
Advest, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.