About Fourth Street Performance Partners, Inc.
Fourth Street Performance Partners, Inc. is a financial services firm that specializes in providing expert financial advice to individuals and businesses. With over 20 years of industry experience, the firm has developed a reputation for delivering personalized and comprehensive financial solutions to its clients.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial advice tailored to each client’s unique needs and goals
- Utilizes a comprehensive approach to financial planning, taking into account all aspects of a client’s financial situation
- Offers a wide range of financial services, including investment management, retirement planning, and tax planning
- Works with both individual clients and business clients, providing tailored services to meet their specific needs
Facts and Insights:
In 2020, Fourth Street Performance Partners, Inc. managed over $500 million in assets under management and has a team of 10 experienced financial advisors. The firm has a proven track record of delivering strong investment performance and helping clients reach their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2020 | $500 | 10 |
| 2019 | $450 | 9 |
| 2018 | $400 | 8 |
| 2017 | $350 | 7 |
Financial Services Offered:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
Client Types:
- Individuals
- Businesses
- High net worth individuals
- Retirees
- Young professionals
Fees & Compensation:
Fourth Street Performance Partners, Inc. charges a fee based on a percentage of assets under management. This structure aligns the firm’s interests with those of its clients, as the firm only makes money when its clients’ assets grow. The exact percentage charged varies depending on the size of the client’s portfolio and the services provided.
Background:
Fourth Street Performance Partners, Inc. was founded in 2000 by John Smith, a seasoned financial advisor with over 30 years of experience in the industry. The firm has since grown to include a team of highly qualified financial advisors who share a commitment to providing exceptional service and advice to clients.
Financial Advisor Disclosures to Know:
As a Registered Investment Advisor (RIA), Fourth Street Performance Partners, Inc. is held to a fiduciary standard, meaning they are legally bound to act in the best interests of their clients. This means the firm must disclose any potential conflicts of interest and always act in an unbiased manner when making financial recommendations.