Scott Shively

Foundation Wealth & Tax Advisors charges an annual fee based on a percentage of the total assets managed in your portfolio. The fee decreases as the value of your portfolio increases:

• $0 to $1,000,000 — 1.25% per year
• $1,000,001 to $2,000,000 — 1.00% per year
• $2,000,001 to $3,000,000 — 0.80% per year
• $3,000,001 to $5,000,000 — 0.65% per year
• $5,000,001 to $10,000,000 — 0.50% per year
• Over $10,000,000 — 0.40% per year

For accounts using tactical capital preservation strategies that involve more frequent trading, fees may be charged as high as 1.50%. Fees are calculated and billed quarterly in arrears.