Foresight Investing, owned by Steven Kruger, offers investment management services. Foresight Investing invests primarily in stocks of small companies with high growth potential, often referred to as 'microcap growth' stocks. Foresight Investing may also invest in Exchange Traded Funds (ETFs). Clients establish their own accounts at a discount brokerage and grant Foresight Investing authority to make trades, but not to withdraw funds.
Assets Under Management$4.9M
Clients5
Advisors1
Avg. per Client$980K
Avg. per Advisor$4.9M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Clients who meet certain financial requirements also pay a performance fee of 10% of net gains annually.
Fee Estimator
Your Portfolio Value
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