Foresight Advisors assists clients with their investment needs based on their objectives. Foresight selects subadvisors on behalf of the client to implement the investment strategy and trade the client portfolio. Foresight does not trade the client’s portfolio, but has discretionary authority to add or replace subadvisors as required. Foresight may also provide financial planning services, including portfolio customization and tailored investment advice. Foresight tailors its advisory services to its client’s individual needs.
Assets Under Management$5.2M
Clients7
Advisors1
Avg. per Client$750K
Avg. per Advisor$5.2M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.50% |
| $100K - $300K | 2.25% |
| $300K - $1.0M | 2.00% |
| $1.0M - $5.0M | 1.75% |
| $5M+ | 1.50% |
The advisory fee may be negotiated between Foresight and the client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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