Foundation Financial offers personalized investment and financial planning advice. They provide ongoing investment management services, including creating an Investment Policy Statement to guide portfolio management. For clients who don't need ongoing investment management, they offer financial planning services, which can include a comprehensive financial plan or advice on specific financial topics. They primarily use low-cost exchange traded funds and a limited number of actively managed mutual funds.
Assets Under Management$11M
Clients5
Advisors1
Avg. per Client$2.3M
Avg. per Advisor$11M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.20% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.60% |
Investment Advisory fees are negotiable and may instead be assessed as fixed quarterly fees based on the size of the client’s account and complexity of the client’s circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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