Dustin Tait
Dustin Tait is a registered investment advisor at Foundations Investment Advisors LLC, based in Atlanta, GA, with 9 years of industry experience. Dustin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 25,166 clients with $7.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
A $150 annual minimum management fee will be assessed on all accounts. All accounts will also be assessed a $50 annual administrative and technology fee (ATF) at the end of the January billing cycle. The fee schedule may not be the actual fee charged, but the maximum fee charged. Sub-Adviser fees are included in the fee schedule above.
Fee Estimator
Location
5555 Glenridge Connector, Suite 200, Atlanta, GA, 30342
Get directionsHistory
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
Dustin is the owner of Freedom First Inc., selling fixed and long-term care insurance products. This takes about a quarter of his time.
Employment History
Current Registrations
Foundations Investment Advisors LLC
Previous Registrations
Cortez Wealth Advisors LLC
Org Partners
Ameriprise Financial Services, LLCBroker
Triton Pacific Securities, LLCBroker
Compass Securities CorporationBroker
Alt Fund Distributors LLCBroker
J.P. Morgan Institutional Investments INC.Broker
Neuberger Berman LLC
Neuberger Berman LLCBroker
State Registrations1 state
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.