Jeffrey Foster
Jeffrey Foster is a registered investment advisor at Park Avenue Securities LLC, based in Wayzata, MN, with 21 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Retirement Planning. Their firm serves 71,074 clients with $15B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Park Avenue Securities (PAS) offers investment management through various programs. Some programs charge an all-inclusive bundled fee based on the value of your investments. This fee covers investment advice, trading, and other administrative costs. Fees vary depending on the specific program you choose. PAS also offers a digital advisory program called VestWise with a lower fee structure. PAS representatives are compensated for servicing your accounts, and this compensation may be more than if you paid separately for investment advice and brokerage services.
Location
222 Minnetonka Ave So, Wayzata, MN, 55391
Get directionsHistory
Regulatory History (3)
Judgment / Lien
April 2021Financial
August 2019Judgment / Lien
November 2017Other Business ActivitiesSells Insurance
Jeffrey is involved in several outside business activities, including fundraising for Ducks Unlimited, a partnership focused on privately held business owners (taking nearly full-time), and serving on the boards of Marsh Lake and Orono Youth Hockey Association. He also sells non-Guardian insurance, dedicating about 10-20% of his time, and serves on the RMC Foundation Finance Committee.
Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations7 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.