Mark Foster
Mark Foster is a registered investment advisor at Nwf Advisory Services INC, based in Alamo, CA, with 32 years of industry experience. Mark 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, Investment Management, and 2 more. Their firm serves 6,671 clients with $3.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NWF Advisory Services offers several investment management programs. Fees are negotiable and vary depending on the program and the amount you invest. Here's a summary of the maximum fees for each program:
- Advisor Managed Portfolios (Wrap Account): Fees range from 0.775% to 2.10% depending on the amount invested.
- Advisor Managed Portfolios (Non-Wrap Account): Fees range from 0.775% to 2.10% depending on the amount invested.
- Model Portfolios Program: 1.00% to 1.50% depending on the amount invested.
- SMA and UMA Program: 1.00% to 1.50% depending on the amount invested.
These fees cover advisory services and transactions. Additional fees may apply. Each financial advisor negotiates their own fee schedule.
Location
Alamo, CA
Get directionsHistory
Regulatory History (4)
Customer Dispute
May 2018Customer Dispute
March 2018Customer Dispute
February 2014Customer Dispute
May 2012Other Business ActivitiesSells Insurance
Mark sells and services group health insurance and other insurance products including fixed life insurance, fixed annuities, disability insurance, and long-term care insurance. He also rents out his prior personal residence and owns MBFS Inc., an entity established to pass through business expenses, dedicating a few hours per week to it.
Employment History
Current Registrations
Nwf Advisory Services INC
Osaic Wealth, INC.Broker
Previous Registrations
The Ameriflex Group
Principal Securities, INC.
Principal Securities, INC.Broker
Pruco Securities CorporationBroker
State Registrations29 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.