Cindy Foster is a registered investment advisor at Foster Strategic Wealth Partners, LLC, based in Rehoboth, MA. Cindy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Foster Strategic Wealth Partners charges a percentage of your portfolio, billed quarterly based on the value of your account on the last day of the quarter. The annual fee ranges from 0.75% to 1.25% of the value of your portfolio.
Location
12 Peck St, Rehoboth, MA, 02769
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Foster Strategic Wealth Partners, LLC
State Registrations1 state
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