Foss Wealth Management offers personalized financial planning and recommends third-party investment managers to individuals, pension and profit sharing plans, trusts, estates, and charitable organizations. Foss Wealth Management does not manage client assets directly but acts as a liaison between clients and third-party managers. The firm's president is also an insurance agent.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Foss Wealth Management does not directly manage investments. Instead, Foss Wealth Management refers clients to third-party money managers and receives a portion of the fees charged by those managers. Clients will be billed according to the third-party money manager's fee schedule, which will be disclosed to you before you sign an agreement.
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