Colleen Claude is a registered investment advisor at Foster Group, INC., based in West Des Moines, IA, with 12 years of industry experience. Colleen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 2,101 clients with $4.8B 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
Rates reflect the standard SignatureWealth and SelectWealth schedules. CoreWealth charges a flat 0.90%. Minimum quarterly fees apply across all tiers.
Fee Estimator
Location
6601 Westown Parkway, Suite 100, West Des Moines, IA, 50266
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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
Colleen is an independent contractor/consultant for Mary Kay Cosmetics, selling beauty products to receive a discount on her orders. She devotes minimal time to this activity, and it is not investment-related.
Employment History
Current Registrations
Foster Group, INC.
Previous Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Princor Financial Services CorporationBroker
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.
Exams
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