Jeffrey Foster is a CFP-designated registered investment advisor at Retirement Strategies, LTD., based in Dublin, OH, with 21 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 419 clients with $270M 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 $100K | 1.20% |
| $100K - $250K | 0.95% |
| $250K - $500K | 0.85% |
| $500K - $750K | 0.70% |
| $750K - $1.2M | 0.60% |
| $1.3M - $2.2M | 0.50% |
| $2.3M+ | 0.40% |
Fees are negotiable. Clients whose assets were managed prior to July 2012 may have different fees.
Fee Estimator
Location
5060 Parkcenter Ave Suite A, Dublin, OH, 43017
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Regulatory History
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 Activities
Jeffrey is a passive partner in RS Tax and Accounting Services, LLC, a non-investment related tax and accounting services firm, since 2011. He dedicates minimal time to this activity and receives no direct compensation beyond his ownership share.
Employment History
Current Registrations
Retirement Strategies, LTD.
Previous Registrations
The Financial Network Group, LTD
Charles Schwab & CO., INC.
State Registrations2 states
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