Cathy Foster is a registered investment advisor at Osaic Wealth, INC., based in Terre Haute, IN, with 7 years of industry experience. Cathy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
2901 Ohio Blvd, Suite 145, Terre Haute, IN, 47803
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Cathy runs an eBay business selling kids' clothing, dedicating minimal time with the goal of closing it soon. She is also a Managing Director at Foster Wealth Management, spending nearly full-time on opening accounts, communicating with clients, and handling paperwork. Cathy is also the wife of the owner of Tightlines Developing LLC, a real estate renovation business, but has minimal involvement. Finally, Cathy is on the allocation committee for Vigo County Education Foundation, a non-profit, spending minimal time reviewing grant applications.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Intersecurities, INC.
Intersecurities, INC.Broker
Salomon Smith Barney INC.Broker
State Registrations1 state
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.