Foster Victor Wealth Advisors provides comprehensive financial planning, consulting, and investment management services to individuals, families, and businesses. The firm builds diversified portfolios using mutual funds, exchange-traded funds, individual stocks, and bonds, tailored to each client's specific goals, risk tolerance, and time horizon. Foster Victor Wealth Advisors also offers specialized services such as retirement plan consulting, automated portfolio management through digital platforms, management of held-away retirement accounts via third-party providers, and options strategies for downside protection or income generation. Additionally, an affiliate provides consulting to real estate funds recommended to eligible clients. The firm operates with a focus on guiding clients through both the accumulation and retirement distribution phases of their financial lives.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $215K | 1.50% |
| $215K - $250K | 1.47% |
| $250K - $400K | 1.45% |
| $400K - $500K | 1.40% |
| $500K - $600K | 1.35% |
| $600K - $700K | 1.30% |
| $700K - $800K | 1.25% |
| $800K - $1.0M | 1.20% |
| $1.0M - $1.5M | 1.15% |
| $1.5M - $2.0M | 1.05% |
| $2.0M - $2.3M | 0.99% |
| $2.3M - $2.5M | 0.95% |
| $2.5M - $2.8M | 0.92% |
| $2.8M - $3.0M | 0.89% |
| $3.0M - $4.0M | 0.86% |
| $4.0M - $5.0M | 0.80% |
| $5.0M - $6.5M | 0.70% |
| $6.5M - $11.0M | 0.65% |
| $11.0M - $15.0M | 0.60% |
| $15.0M - $25.0M | 0.50% |
| $25M+ | 0.40% |
Other programs include Schwab Intelligent Portfolios (0.40% to 0.80%), Fixed Income (0.25% to 0.35%), Pontera retirement accounts (0.50% to 0.75%), UHNW schedules (0.25% to 0.40%), and Multi-Family Office schedules. Options strategies incur an additional 0.25% to 0.75% fee. Fees are negotiable.