FourThought Financial Partners manages investment portfolios and provides comprehensive financial planning, wealth management, and consulting services. FourThought builds customized portfolios using mutual funds, exchange-traded funds, individual stocks and bonds, structured notes, real estate investment trusts, and independent managers. The firm specializes in long-term strategic asset allocation, cash flow planning, and risk management. FourThought tailors its approach to meet each client's specific goals, time horizon, and risk tolerance, working closely with individuals, high-net-worth families, and business owners.
Assets Under Management$1.9B
Clients1,002
Advisors11
Avg. per Client$1.9M
Avg. per Advisor$180M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Minimum Annual Fee:$3,000
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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