Stevens Foster Financial Advisors
Stevens Foster Financial Services provides financial planning and investment management services to high net worth individuals. They offer a coordinated approach to financial planning, including strategic planning, tax planning, risk management, portfolio analysis, and wealth management. Stevens Foster focuses on integrating corporate benefits with personal financial plans, especially for corporate officers. They are an independent firm and customize financial plans and investment portfolios for each client.
Fee Structure
Stevens Foster charges a percentage of the value of your portfolio to manage your investments. The annual fee typically ranges from 0.30% to 1.00%, depending on the scope of services and the size of your account. Fees are billed monthly in advance, based on the prior month's account value.