Micheal Foster
Micheal Foster is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in Charlotte, NC, with 8 years of industry experience. Micheal operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 31,522 clients with $7.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HTK offers investment advisory services through third-party asset managers (TPAMs). When HTK and its advisors act as co-advisors, they may receive a portion of the advisory fee charged by the TPAM. In some cases, the advisor may add a fee to the TPAM fee for certain advisory services. HTK charges up to 1.5% of the client's account value, not including manager fees and other charges associated with the TPAM program.
Location
13777 Ballantyne Corp Pl, Ste 225, Charlotte, NC, 28277
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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
Micheal works as an insurance agent for Emerald Financial Group LLC, dedicating a few hours per week to insurance sales and service, including Penn Mutual Life products. He also owns R2L LLC, where he runs a camp for college-bound athletes, also dedicating a few hours per week, and is an officer at Foster Financial Group LLC, a life insurance brokerage, dedicating full-time hours to prospecting, presenting at seminars, running meetings, and giving investment advice.
Employment History
Current Registrations
Hornor, Townsend & Kent, LLCBroker
Hornor, Townsend & Kent, LLC
Previous Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
State Registrations9 states
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