Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
106 advisors
Number of Clients
6,106 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$15.5B
Fee Structure
Financial Planning:Included in AUM fee
Minimum Annual Fee:$10,000
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Contact
Chad Evans Foster
Location
6 Wall Street, Asheville, NC, 28801
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Modera Wealth Management, LLC
April 2023 - Present · 2 yrs 10 mos
Previous Registrations
Parsec Financial
April 2014 - April 2023 · 9 yrs
Strategic Wealth Management Group, LLC
May 2010 - January 2013 · 2 yrs 8 mos
Ameriprise Financial Services, INC.
October 2006 - December 2006 · 2 mos
State Registrations1 state
NC
Advisor
Exams
No exam information available for this advisor.
Contact
Chad Evans Foster