Foster & Motley INC
Assets Under Management
$2.5B
Number of Clients
889
Number of Advisors
25
Average Client AUM
$2.9M
AUM per Advisor
$101.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Foster & Motley provides wealth management services, bundling investment management and financial planning for a single fee. They also offer institutional investment management. The firm uses a combination of individual securities, mutual funds, ETFs, alternatives, and private investments.
Fee Structure
Minimum Investment:$1M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$10,000
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
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Location
7755 Montgomery Road, Suite 100, Cincinnati, OH, 45236
25 Advisors at this firm
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