Jennifer Foster is a registered investment advisor at Smartplan Investing, based in Juno Beach, FL, with 8 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 300 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.99% |
| $500K - $1.0M | 0.99% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees are negotiable. Matson Money also receives fees of .50% on each fund’s average daily net assets as described in the prospectus.
Fee Estimator
Location
14255 Us Highway 1, Suite 240, Juno Beach, FL, 33408
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Smartplan Investing
State Registrations1 state
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