Foster Group, Inc. manages investment portfolios and provides personalized financial planning and retirement consulting services for individuals, families, businesses, and institutional clients. Founded in 1991, the firm offers three distinct wealth management service tiers for individuals—CoreWealth, SignatureWealth, and SelectWealth—ranging from digitally-led portfolio management to highly customized, comprehensive planning covering up to 13 key areas such as tax return review, estate planning, charitable giving, and business planning. Foster Group primarily builds long-term portfolios using low-cost mutual funds and exchange-traded funds, focusing on asset allocation and diversification rather than market timing or individual stock picking.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
Rates reflect the standard SignatureWealth and SelectWealth schedules. CoreWealth charges a flat 0.90%. Minimum quarterly fees apply across all tiers.
