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Benjamin Thomas

2 Years of Experience
Nyack, NY

Benjamin Thomas is a registered investment advisor at 4sight Advisors LLC, based in Nyack, NY, with 2 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 145 clients with $10M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
145 clients
Average Client Portfolio
$71K average
Assets Under Management
$10.3M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1000K1.50%
$1.0M - $3.0M1.35%
$3.0M - $5.0M1.15%
$5M+1.00%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
4sight Advisors LLC
November 2023 - Present · 2 yrs 6 mos
State Registrations2 states
NYTX
Advisor

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.

Exams
No exam information available for this advisor.