Foresight Capital Management Advisors, INC.

Fee-Only (% of Portfolio)Fixed/Hourly

Foresight Capital Management Advisors provides comprehensive investment management, retirement plan consulting, investment consulting, and financial planning services to individuals, families, trusts, estates, and retirement plans. Founded in 2008 and based in Saline, Michigan, the firm manages hundreds of millions of dollars in client assets. Foresight Capital Management Advisors works closely with clients to formulate investment policies, evaluate financial circumstances, build customized portfolios using mutual funds and individual securities, and hire independent investment managers. The firm takes a holistic approach to wealth management, incorporating financial planning, retirement strategies, and ongoing portfolio reviews. Foresight Capital Management Advisors operates as an independent firm that does not sell financial products for commissions.

Assets Under Management$350M
Clients577
Advisors3
Avg. per Client$610K
Avg. per Advisor$120M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.80%
$2.0M - $3.0M0.75%
$3.0M - $5.0M0.65%
$5.0M - $6.0M0.50%
$6M+0.50%

Fees are negotiable for accounts over $6 million. There is an initial setup fee of $250 to $500.

Fee Estimator
Your Portfolio Value
$500K
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Location

3 Advisors at this firm

Foresight Capital Management Advisors, INC. - Fees, AUM & Advisors | TrueAdvisor