The Foundation Wealth Management (TFWM) provides investment management services where clients make the final investment decisions. TFWM evaluates each client's situation and provides ongoing portfolio management services based on their goals, time horizon, and risk tolerance. TFWM also provides services to retirement plans. The owner of TFWM is also a licensed insurance agent and may recommend insurance products, creating a potential conflict of interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $6.0M | 0.75% |
| $6M+ | 0.75% |
The annual fee is negotiable. Accounts within the same household may be combined for a reduced fee. TFWM also offers management services through FTJ FundChoice with the same fee schedule. FTJ FundChoice also charges additional fees for administration, account maintenance, and strategist fees.