Foundations Investment Advisors, LLC is a registered investment advisor based in Phoenix, Arizona, that provides ongoing portfolio management, asset allocation, and financial planning services to individuals, families, businesses, and retirement plans. Founded in 2015, Foundations Investment Advisors operates primarily through a network of affiliated offices and independent advisors using various business names. Foundations Investment Advisors builds customized portfolios using individual stocks, exchange-traded funds, mutual funds, bonds, and specialized investment products like structured notes. The firm offers both discretionary portfolio management, where advisors make trades without prior approval, and non-discretionary services. In addition to managing investments, advisors at Foundations Investment Advisors provide financial planning covering retirement, cash flow, taxes, and estate planning, and may also offer insurance products through affiliated entities like Magellan Financial & Insurance Services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual advisory fee is 2.00%. Fees are negotiable. Accounts with more than three investment strategies incur an additional $15 annual fee per extra strategy, and all accounts pay a $50 annual administrative and technology fee.