Foresight Strategic Partners (FSP) offers portfolio management services, specializing in large-cap equities and using option strategies. FSP creates tailored Investment Policy Statements for each client, defining their methodologies. FSP may request authority to make trades without asking first. FSP also plans to offer free newsletters and market updates. FSP does not participate in wrap fee programs.
Assets Under Management$11M
Clients32
Advisors1
Avg. per Client$330K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.35% |
Qualified investors can choose a fee of 1.35% plus a performance-based fee. Fees are generally not negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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