Charitable Foundation Services LLC offers investment advice, specifically recommending exchange-traded funds (ETFs) for U.S. and international stocks and bonds. Foundation Services reviews portfolios periodically and recommends changes based on valuations, forecasts, and client investment goals. Clients retain sole discretion over their accounts and decide whether to act on the advice given.
Assets Under Management$2.2M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$2.2M
Fee Structure
Minimum Investment:$7M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.40% |
Fee is negotiable and may be lower for larger accounts.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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