David Foster is a CFP-designated registered investment advisor at Foster & Wood, INC., based in Lake Oswego, OR, with 15 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 107 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Foster & Wood charges a percentage of your portfolio each year for investment management. The specific rate is agreed upon in your investment advisory agreement, but the maximum annual fee is 1.00%. The fee is based on the value of the assets in the account and is billed quarterly. Fees may be negotiable based on the size of the account, complexity, or activity.
Location
5 Centerpointe Drive, Suite 400, Lake Oswego, OR, 97035
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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 →Other Business Activities
David serves on the Board of Directors for Knapp Street Recovery, a non-profit organization, as a volunteer. He dedicates minimal time to this activity and receives no compensation.
Employment History
Current Registrations
Foster & Wood, INC.
Previous Registrations
Linsco/private Ledger CORP.
State Registrations3 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.