AF
CFP
AF
CFP
Andrew Foster is a CFP-designated registered investment advisor at Premiere Management, based in Noblesville, IN, with 31 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 36 clients with $6.1M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
36 clients
Average Client Portfolio
$169K average
Assets Under Management
$6.1M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $750K | 1.00% |
| $750K - $1.0M | 0.80% |
| $1.0M - $2.5M | 0.70% |
| $2.5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Noblesville, IN
Get directionsHistory
Regulatory History (1)
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Regulatory
August 2010Final
Other Business Activities
Andrew is an RIA and owner of Premiere Management.
Employment History
Current Registrations
Premiere Management
August 2009 - Present · 16 yrs 8 mos
Previous Registrations
Premiere Management
June 1999 - December 2008 · 9 yrs 6 mos
Morris Group, INC.Broker
August 1994 - December 2017 · 23 yrs 4 mos
State Registrations1 state
IN
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.