4Sight Advisors provides ongoing portfolio management based on individual client goals, risk tolerance, and time horizon. They create an investment policy statement for each client. Financial planning services cover investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. 4Sight Advisors generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products, equities, ETFs, and other securities.
Assets Under Management$10M
Clients145
Advisors3
Avg. per Client$71K
Avg. per Advisor$3.4M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1.0M - $3.0M | 1.35% |
| $3.0M - $5.0M | 1.15% |
| $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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