Foster Group offers investment management and financial planning services. For individuals, they offer CoreWealth (digitally-led), SignatureWealth (full-service), and SelectWealth (customized). They also provide investment management to institutional clients and qualified plan consulting services. Foster Group primarily advises on mutual funds and exchange-traded funds.
Assets Under Management$3.5B
Clients1,829
Advisors53
Avg. per Client$1.9M
Avg. per Advisor$67M
Fee Structure
Foster Group offers investment management services with fees based on a percentage of your portfolio. The specific percentage varies depending on the service you choose and the amount you invest.
CoreWealth:
- Annual fee of 0.90% of your portfolio
- Minimum quarterly fee of $600
SignatureWealth:
- Up to $2,000,000: 1.00% per year
- $2,000,001 - $5,000,000: 0.80% per year
- Above $5,000,000: 0.60% per year
- Minimum quarterly fee of $2,500
SelectWealth:
- Up to $2,000,000: 1.00% per year
- $2,000,001 - $5,000,000: 0.80% per year
- $5,000,001 - $10,000,000: 0.60% per year
- $10,000,001 - $25,000,000: 0.50% per year
- $25,000,001 - $50,000,000: 0.40% per year
- Above $50,000,000: 0.30% per year
- Minimum quarterly fee of $15,000
Loading...
Location
53 Advisors at this firm
Page 1 of 3