Foundation Resource Management (FRM) manages investment portfolios for individuals, high net worth individuals, retirement plans, charitable institutions, foundations, insurance companies, and hospitals. FRM uses a value investing approach, focusing on individual stocks and bonds. FRM does not provide financial planning, estate planning, tax planning, or insurance services. FRM may recommend other professionals for these services.
Assets Under Management$920M
Clients257
Advisors5
Avg. per Client$3.6M
Avg. per Advisor$180M
www.foundationresourcemanagement.com ·www.linkedin.com/company/foundation-resource-ma... ·www.frmlr.com
Fee Structure
Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.85% |
Fees are for equity investments. Fixed income investments are charged at a lower rate: 0.35% on the first $5 million, 0.30% on the second $5 million. Fees may be negotiable for clients whose assets exceed $10 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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