Jennifer Foster is a registered investment advisor at Commonwealth Financial Network, based in Scottsdale, AZ, with 15 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.
Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.
Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.
8925 E Pima Center Parkway, Suite 135, Scottsdale, AZ, 85258
Get directionsJennifer owns Saving Cents, Inc., a private entity established to facilitate securities, advisory, and insurance business, dedicating all of her time during business hours to this activity. This activity is investment-related.
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.