F
$59.1M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
38 ADV. Clients
20 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-21-2005
- Office Locations
- 1
Office Locations
-- Wellesley MA
About Fourthpoint Advisors
FourthPoint Advisors is a Wellesley, MA fiduciary advisory firm providing financial planning and investment management for households and select institutional relationships, with support across tax, estate, insurance, charitable giving, and business succession planning. Portfolios emphasize ETF-based asset allocation and risk management, with custody relationships including Schwab and Fidelity/NFS.
Team overview
64 AVG AGE
$59.1M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
8.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
PETER CHARLES FOLEY
Regional Investment Consultant
- CRD
- #1937634
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $59,118,022 | -- |
| Total | $59,118,022 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available Private Funds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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