Brent Foster is a registered investment advisor at Northbound Wealth, based in Indianapolis, IN, with 17 years of industry experience. Brent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 78 clients with $40M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
9247 N. Meridian Street, Suite 206, Indianapolis, IN, 46260
Get directionsHistory
Regulatory History (9)
Customer Dispute
June 2022Customer Dispute
November 2021Customer Dispute
September 2021Customer Dispute
August 2021Customer Dispute
August 2021Customer Dispute
July 2021Customer Dispute
July 2021Customer Dispute
June 2021Customer Dispute
May 2021Other Business Activities
Brent is the Founder & CEO of Foster & Friends LLC, offering a podcast show and marketing consulting services, and the Owner/CEO of Northbound Stories, LLC, where he authors children's books. Both activities require minimal time.
Employment History
Current Registrations
Northbound Wealth
Previous Registrations
Indie Asset Partners, LLC
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Intersecurities, INC.
Intersecurities, INC.Broker
State Registrations1 state
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.