EF
CFP
EF
CFP
Elizabeth Foley
36 Years of Experience
May Earn CommissionSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
806 clients
Average Client Portfolio
$609K average
Assets Under Management
$490.8M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$6,250
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $750K | 1.00% |
| $750K - $1.5M | 0.90% |
| $1.5M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.40% |
Fees negotiable for accounts over $25,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
606 E. 11 Mile Rd., Royal Oak, MI, 48067
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Elizabeth is the President of the Board of Directors for Hilltop Kids, a non-profit providing services to underprivileged children and families. Elizabeth is also licensed to sell life and health insurance since 1989.
Employment History
Current Registrations
Hilltop Wealth & Tax Solutions
February 2018 - Present · 8 yrs 1 mo
Previous Registrations
Ameriprise Financial Services, INC.
June 2010 - January 2018 · 7 yrs 7 mos
Ameriprise Financial Services, INC.
October 2006 - December 2008 · 2 yrs 2 mos
Ameriprise Financial Services, INC.Broker
August 1989 - January 2018 · 28 yrs 5 mos
Ids Life Insurance CompanyBroker
August 1989 - July 2006 · 16 yrs 11 mos
State Registrations1 state
MI
Advisor
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.