George Foster is a registered investment advisor at Foster Investment Services, based in Lexington, KY, with 3 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 262 clients with $89M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10K | 1.50% |
| $10K - $100K | 0.90% |
| $100K - $300K | 0.80% |
| $300K - $1.0M | 0.75% |
| $1.0M - $4.0M | 0.65% |
| $4M+ | 0.50% |
The above fee schedule is for equity accounts. Bond accounts (80-100% bonds) are charged 0.25% for portfolios valued at $25,000 to $5,000,000+. Fees may be negotiable.
Fee Estimator
Location
151 Prosperous Place,, Ste 1-B, Lexington, KY, 40509
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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 →Employment History
Current Registrations
Foster Investment Services
State Registrations2 states
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