SF
SF

Scott Foster

16 Years of Experience
Wyomissing, PA

Scott Foster is a registered investment advisor at Foster Investment Management, LLC, based in Wyomissing, PA, with 16 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 6 clients with $7.9M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
6 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$7.9M

Fee Structure

Investment management only (planning not offered)

Foster Investment Management manages your investments for a fee. The brochure does not specify the fee schedule.

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Location

Wyomissing, PA

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History

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.

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Employment History
Current Registrations
Foster Investment Management, LLC
July 2009 - Present · 16 yrs 10 mos
State Registrations1 state
PA
Advisor

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
No exam information available for this advisor.