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Grant Foster

Valmark Advisers, INC.
40 Years of Experience
Austin, TX
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Grant Foster is a ChFC-designated registered investment advisor at Valmark Advisers, INC., based in Austin, TX, with 40 years of industry experience. Grant is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 14,890 clients with $10B in assets under management.

Valmark Advisers, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
293 advisors
Number of Clients
14,890 clients
Average Client Portfolio
$683K average
Assets Under Management
$10.2B

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.95%
$1.0M - $2.0M1.75%
$2M+1.50%

Fees are negotiable. Other programs have different fee structures, such as the American Funds F-2 program at a flat 1.00% and fee-based annuities/life insurance capped at 1.50%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

507 West 18th Street, Austin, TX, 78701

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2009
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Grant is the President of Foster Financial Group, where he recommends and processes applications for fixed insurance, long-term care, disability, and fixed annuities, taking nearly full-time hours. He also receives rental income from office space and oversees personal investments and real estate through Jarhead Jock, LLC, requiring minimal time.

Employment History
Current Registrations
Valmark Securities, INC.Broker
September 2021 - Present · 5 yrs 1 mo
Valmark Advisers, INC.
September 2021 - Present · 5 yrs 1 mo
Previous Registrations
Capital Analysts
December 2012 - September 2021 · 8 yrs 9 mos
Lincoln InvestmentBroker
June 2012 - September 2021 · 9 yrs 3 mos
Lincoln Investment
June 2012 - September 2021 · 9 yrs 3 mos
Capital Analysts Incorporated
September 2002 - June 2012 · 9 yrs 9 mos
Capital Analysts, IncorporatedBroker
March 1995 - June 2012 · 17 yrs 3 mos
Fidelity Equity Services CorporationBroker
May 1986 - March 1995 · 8 yrs 10 mos
State Registrations14 states
ALAZCACOFLGAIAMNMTNCNMORTXWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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