Foy Financial Services offers investment advice and portfolio management tailored to clients' needs, including estate and retirement planning. They monitor portfolios, adjust asset allocations, and communicate regularly. Foy Financial also partners with other financial advisors, providing investment services through the SELECTOR® Money Management Programs. Clients can complete a questionnaire to determine their investment style.
Assets Under Management$57M
Clients120
Advisors1
Avg. per Client$470K
Avg. per Advisor$57M
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Fee Structure
Minimum Investment:$25K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.80% |
| $100K - $250K | 1.60% |
| $250K - $500K | 1.40% |
| $500K - $1.0M | 1.20% |
| $1M+ | 1.00% |
Fees and payment terms are negotiable under special circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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