Foster Investment Services offers investment management services with the goal of delivering superior risk-adjusted investment returns while emphasizing capital preservation. They discuss investment philosophy, client needs, goals, and risk tolerance to determine an appropriate asset allocation. Portfolios may consist of stocks, bonds, mutual funds, ETFs, and other investments. The firm primarily uses a long-term focused investment strategy.
Assets Under Management$89M
Clients262
Advisors2
Avg. per Client$340K
Avg. per Advisor$45M
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Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10K | 1.50% |
| $10K - $100K | 0.90% |
| $100K - $300K | 0.80% |
| $300K - $1.0M | 0.75% |
| $1.0M - $4.0M | 0.65% |
| $4M+ | 0.50% |
The above fee schedule is for equity accounts. Bond accounts (80-100% bonds) are charged 0.25% for portfolios valued at $25,000 to $5,000,000+. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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