FourThought Financial Partners provides wealth management services including financial planning, consulting, and investment management. They allocate client assets among mutual funds, exchange-traded funds (ETFs), individual debt and equity securities, structured notes, publicly and privately traded REITs, and independent investment managers. FourThought also recommends certain eligible clients invest in privately placed securities. Services are tailored to individual client needs, considering risk tolerance, time horizon, and liquidity constraints.
Assets Under Management$1.6B
Clients947
Advisors9
Avg. per Client$1.7M
Avg. per Advisor$180M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
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% |
| $10M+ | 0.45% |
The management fee is subject to negotiation and may be discounted.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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