FourthPoint Advisors, led by Peter Foley, offers financial planning and investment advice on a fee-only basis. Services include portfolio analysis and management, financial planning for individuals and families, specialized estate and insurance planning, and retirement plan consulting for employers. FourthPoint aims to help clients build, conserve, and preserve their financial assets and family wealth.
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.