Vincent Foster
Vincent Foster is a registered investment advisor at Generations Wealth Design, based in Topeka, KS, with 37 years of industry experience. Vincent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 149 clients with $52M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $8.0M | 0.75% |
| $8M+ | 0.50% |
Fees may be negotiable. Clients will pay a separate fee ranging from 0.0% to 1.0% for each Altruist model used within the client account.
Fee Estimator
Location
5875 SW 29th Street, Topeka, KS, 66614
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2022Other Business ActivitiesSells Insurance
Vincent is a partner at Generations Wealth Design, an RIA, where he manages variable annuities and insurance products, spending about 10-20% of his time. He is also an independent insurance agent since 1984, selling fixed life insurance, fixed annuities, disability, and long-term care insurance, dedicating a few hours per week.
Employment History
Current Registrations
Generations Wealth Design
Mutual Securities, INC.Broker
Previous Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Legacy Advisory Services, INC.
Legacy Financial Services, INC.Broker
Select Capital CorporationBroker
Financial Network Investment CorporationBroker
Hornor, Townsend & Kent, INC.Broker
Mariner Financial Services, INC.Broker
Fortis Investors, INC.Broker
Fahnestock & CO., INC.Broker
B.C. Christopher Securities CO.Broker
State Registrations13 states
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.