David Foster is a CFP-designated registered investment advisor at Foster & Wood, INC., based in Lake Oswego, OR, with 16 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 108 clients with $220M 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% |
Maximum annual fee is 1.00%. Specific fees are set in the agreement and may vary based on account size, complexity, or activity, and are negotiable.
Fee Estimator
Location
5 Centerpointe Drive, Suite 400, Lake Oswego, OR, 97035
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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.
Exams
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