Foresight Investments Management provides investment advisory and financial planning services tailored to individual client needs. These services include portfolio management, investment planning, budgeting, tax planning, insurance planning, retirement planning, and estate planning. Foresight works with clients to understand their financial situation and investment objectives, allowing clients to impose restrictions on specific securities or types of securities.
Assets Under Management$20M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$20M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
Fee may be negotiable depending on the size and complexity of the client's account.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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