Foster & Motley is an independent registered investment advisor that provides wealth management services, combining investment management and financial planning under a single fee structure. Operating on a fee-only basis without commissions or referral fees, Foster & Motley tailors portfolios to individual goals, risk tolerance, and tax situations using a mix of stocks, bonds, mutual funds, exchange-traded funds, and alternative investments. The firm emphasizes a core equity strategy focused on buying quality companies at reasonable prices and uses a proprietary quantitative model to reduce emotional bias. Financial planning covers cash flow, retirement, tax analysis, college funding, insurance, and estate planning. Foster & Motley primarily serves individuals, families, corporations, pension plans, and charitable organizations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Minimum fee of $2,500 per quarter applies. Fees may be negotiable in certain circumstances.
