Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
Foss Wealth Management offers personalized financial planning and recommends third-party investment managers to individuals, pension plans, trusts, estates, and charitable organizations. Advice covers financial objectives, cash flow, tax planning, insurance, investments, education, retirement, and legacy planning. The firm is fee-based and does not sell commissioned products.
125 W. Railroad Street, La Grange, NC, 28551