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Fourthought Financial Partners, Llc.
SEC-regulated
Registered investment advisor
FourThought Financial Partners, LLC is an SEC registered investment adviser that offers financial planning, consulting, and investment management services. The firm was established in November 2019 and manages over $1.5 billion in assets on a discretionary basis. As part of the Focus Financial Partners, LLC partnership, FourThought is a wholly-owned indirect subsidiary of Focus LLC. The firm's investment strategies focus on long-term strategic thinking, diversification, and tailored portfolio management based on client goals and risk tolerance.
Clients are required to have a minimum portfolio value of $250,000 and pay a minimum fee of $750 per quarter. FourThought charges an annual fee based on a tiered fee schedule, varying from 0.25% to 1.50% based on the portfolio value. The firm recommends the use of National Financial Services LLC and Fidelity Brokerage Services LLC for custody and brokerage services. FourThought receives support from Fidelity, including research services and software, which benefits the firm but not directly the clients.
The firm does not pay for client referrals and does not have any disciplinary events. Clients are encouraged to review their account statements and reports regularly. FourThought has custody of client funds and securities and exercises investment discretion on behalf of clients. The firm does not
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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