Foundation Wealth Management offers investment management and financial planning services to individuals, families, and retirement plans. FWM gathers information about clients' financial situations, goals, and risk tolerance to create investment recommendations. Clients can withdraw assets at any time, though FWM recommends holding investments long-term. FWM also provides investment advice to businesses and non-profit organizations with their 401(k) and employee benefit plans.
Assets Under Management$590M
Clients345
Advisors4
Avg. per Client$1.7M
Avg. per Advisor$150M
Fee Structure
Minimum Investment:$1M
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
All accounts are subject to a minimum annual Advisory Fee of $10,000. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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