Foresight Global Investors, INC.

Fee-Only (% of Portfolio)

Foresight Global Investors offers investment advisory services, managing portfolios on a discretionary basis according to each client's objectives. Foresight Global uses fundamental bottom-up analysis to reduce risk and increase performance. The firm may use various securities, including foreign securities, options, and futures contracts. Foresight Global tailors its services to individual client needs and does not provide custodial services.

Assets Under Management$910M
Clients20
AdvisorsN/A
Avg. per Client$45M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $15.0M1.00%
$15.0M - $25.0M0.85%
$25.0M - $75.0M0.70%
$75.0M - $150.0M0.55%
$150M+0.50%

Fees may be negotiated.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

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