Heather Foster
Heather Foster is a registered investment advisor at Harbour Investments, INC., based in Fort Wayne, IN, with 12 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 22,917 clients with $7.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Harbour Investments offers investment management through wrap-fee programs where fees are calculated as a percentage of the value of your portfolio, up to a maximum of 2.0%. The specific fee is negotiated with your advisor and subject to Harbour's approval. Fees may be waived for periods after a commission is generated. Accounts under $25,000 may have higher service fees. Harbour also offers a directly-managed held-away program where fees are assessed and billed quarterly.
Location
2720 Dupont Commerce Court, Suite 170, Fort Wayne, IN, 46825
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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 ActivitiesSells Insurance
Heather is the owner/operator of Foster Financial Services and Foster Financial Tax Services. She is also an independent insurance agent, including equity indexed annuities, and owns rental property through Wellspring Real Estate Holdings, LLC, dedicating minimal time to the real estate activity.
Employment History
Current Registrations
Harbour Investments, INC.Broker
Harbour Investments, INC.
Previous Registrations
USA Financial Securities Corporation
State Registrations1 state
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