Foresight Wealth Advisors offers investment advice tailored to clients' needs and goals. They provide both discretionary and non-discretionary investment advisory services through managed account programs. The firm assists clients in determining the suitability of these programs based on their financial situation and objectives. Foresight Wealth Advisors does not participate in wrap fee programs.
Assets Under Management$99M
Clients8
Advisors1
Avg. per Client$12M
Avg. per Advisor$99M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $15.0M | 0.75% |
| $15M+ | 0.65% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...