Reed Foster is a CFA-designated registered investment advisor at Stag Rock LLC, based in Virginia Beach, VA, with 9 years of industry experience. Reed operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 26 clients with $14M 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 | 0.90% |
The annual fee may be negotiable.
Fee Estimator
Location
Virginia Beach, VA
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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 Activities
Reed is an airline pilot for FedEx Express. This outside business activity takes about half of his time.
Employment History
Current Registrations
Stag Rock LLC
Previous Registrations
Moelis & Company LLCBroker
Palladium Registered Investment Advisors
State Registrations3 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.