| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.25% |
| $25M+ | 0.15% |
Fees are negotiable.
6501 N Cedar Road, Building 4, Suite C, Spokane, WA, 99208
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Matthew owns Foust Financial for tax/investment purposes, spending minimal time on it. He is also involved in various insurance-related activities, including owning The PAC Network and Columbia Insurance Partners, LLC, and working as a Relationship Manager with Core Group USA, dedicating a few hours per week to each.