Assets Under Management
$7.2B
Number of Clients
25,166
Number of Advisors
257
Average Client AUM
$285K
AUM per Advisor
$28.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Foundations Investment Advisors provides investment advisory services through affiliated offices. Services include financial planning, investment management, retirement planning, and estate planning tailored to client goals and risk tolerance. They offer discretionary and non-discretionary investment advisory services through managed account programs.
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 2.00% |
A $150 annual minimum management fee will be assessed on all accounts. For account values of less than $7,500, this may equate to be more than the maximum 2% as stated in this Form ADV and the Agreement.
4050 E. Cotton Center Blvd., Suite 40, Phoenix, AZ, 85040