Thomas Foster
Thomas Foster is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Terre Haute, IN, with 29 years of industry experience. Thomas 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 (3)
Regulatory
February 2024Regulatory
January 2022Employment Separation After Allegations
April 2021Other Business Activities
Thomas is involved in several outside business activities, including serving as a board member for the Terre Haute Rotary Club and Crisis Pregnancy Center, and as President of the Hawthorn Woods Homeowners Association. He also dedicates nearly full-time hours to Foster Wealth Management and spends minimal time on real estate ventures through a single member LLC.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Morgan StanleyBroker
Morgan Stanley
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Olde Discount CorporationBroker
State Registrations18 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.