Steven Kruger is a registered investment advisor at Foresight Investing, based in Framingham, MA, with 29 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5 clients with $4.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Clients who meet certain financial requirements also pay a performance fee of 10% of net gains annually.
Fee Estimator
Location
Framingham, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Foresight Investing
State Registrations1 state
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