Four Points Advisors offers investment advisory services through a network of independent investment advisor representatives. They specialize in managing investment portfolios with discretion, tailoring each portfolio to individual client needs based on risk tolerance and financial goals. Four Points also provides financial planning and consulting services, though they may charge an additional fee for this in the future. Clients can engage Four Points on a fee-only basis.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.75% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.25% |
Fees are capped at these percentages and are negotiable. If client assets are placed with an Independent Manager available through the Adhesion platform, a separate, additional fee of up to 0.08% annually will be charged to the client. Fees for assets managed by an Independent Manager will vary based on the Independent Manager’s fee schedule and will generally range from 0.20 - 0.50% annually. The Adhesion fee and Independent Manager fee is not charged in addition to Four Points’ advisory fee; rather, it is deducted from the total fee agreed upon with Four Points.