Noah Macfarlane is a registered investment advisor at Fourthought Financial Partners, LLC., based in Venice, FL, with 2 years of industry experience. Noah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 1,002 clients with $1.9B 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 $1.0M | 0.95% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.55% |
| $10.0M - $20.0M | 0.45% |
| $20.0M - $50.0M | 0.30% |
| $50.0M - $100.0M | 0.15% |
| $100M+ | 0.15% |
Fees are negotiable and may vary based on client circumstances. Rates for amounts over $100,000,000 are negotiable.
Fee Estimator
Location
310 West Venice Ave, Suite 201, Venice, FL, 34285
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Fourthought Financial Partners, LLC.
State Registrations1 state
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Exams
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