James Newman is a registered investment advisor at Foguth Wealth Management, LLC., based in Okemos, MI. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 2,690 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Foguth Wealth Management's annual investment management fees are negotiable and range from 0.50% to 2.00% of the average daily balance of your portfolio. The fees are paid monthly in advance. If a third-party manager is used, their fee is separate from FWM's fee and will be directly debited from your account. Financial planning services are included in the investment management fee. Direct Indexing Models are offered through Orion Portfolio Solutions, LLC with a fee of 0.15%.
Location
3681 Okemos Rd, Okemos, MI, 48864
Get directionsHistory
Regulatory History (1)
Financial
April 2020Employment History
Current Registrations
Foguth Wealth Management, LLC.
Previous Registrations
Portside Wealth Group, LLC
Simplicity Wealth
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Paul Sullivan, CFPFoguth Wealth Management, LLC.
- Rex Foster, ChFCHantz Financial Services, INC.
- Hudson Whitmore, ChFCHantz Financial Services, INC.
- Jeffery Soper, ChFCHantz Financial Services, INC.
- Kyle Cooper, CFP, ChFCFinancial Strategies Group, INC
- Jon Solitro, CFPCig Asset Management