Foundation Wealth Management is a registered investment advisor founded in 2013 and based in Media, Pennsylvania. The firm operates as a fee-only practice, meaning it does not sell commissioned products or accept finder's fees, and is legally required to act in your best interest. Foundation Wealth Management offers comprehensive wealth management services that combine ongoing financial planning—covering cash management, insurance, retirement, estate planning, and tax strategies—with customized portfolio management. Portfolios are constructed using individual stocks, bonds, exchange-traded funds, and mutual funds, managed on a discretionary basis. The firm also utilizes third-party managers when appropriate. Foundation Wealth Management serves individuals, high-net-worth individuals, and charitable organizations with no minimum account size required.
Fee Structure
Foundation Wealth Management primarily charges a flat annual fee of $12,000 for wealth management services, which includes both investment management and financial planning. This fee is billed quarterly in advance. In limited circumstances, the firm may charge a percentage of your portfolio, and some existing legacy clients remain on lower fixed fees or older asset-based schedules capped at $12,000 per year.
