Rikki Foster
Rikki Foster is a registered investment advisor at Concorde Asset Management, LLC, based in Roseville, CA, with 12 years of industry experience. Rikki operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 3,253 clients with $490M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Concorde Asset Management offers investment management services with fees that are negotiable. The fees do not include platform fees and custodial expenses. Total fees to your representative typically range from 1% to 2% and can only be changed with your approval in advance.
Fees for Discretionary Investment Management accounts can reach a maximum of 2.25% annually, including platform fees. This fee covers the representative's fee, the subadvisor or model manager's fee, and the overlay platform fee. Custodian fees are separate.
Location
1430 Blue Oaks Blvd., Suite 268, Roseville, CA, 95747
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2025Customer Dispute
September 2025Other Business ActivitiesSells Insurance
Rikki is an insurance agent with Concorde Insurance Agency since 2019 and a tax preparer with Foster Tax Prep and Strategies since 2021. Rikki is also involved with a family foundation, Foster Wealth Strategies LLC, Concorde Asset Management, Rest Recovery Wellness LLC, and Regal Stone Wealth Management LLC.
Employment History
Current Registrations
Concorde Asset Management, LLC
Concorde Investment Services, LLCBroker
Previous Registrations
Bangerter Financial Services, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
Questar Capital CorporationBroker
Questar Asset Management, INC.
Waddell & Reed
Waddell & ReedBroker
State Registrations18 states
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.