Foothills Advisors offers investment management services where they manage your investments based on your goals and risk tolerance. They may also hire other investment advisors to manage parts of your account. Foothills also offers financial planning services to portfolio management clients, covering topics like wills, estate plans, investments, taxes, retirement, and college planning. Foothills also holds seminars and workshops to educate the public on investments.
Assets Under Management$130M
Clients186
Advisors3
Avg. per Client$690K
Avg. per Advisor$43M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee may be negotiable based upon certain criteria. When using Sub-Advisors, the Client will pay additional fees that range between 0.25% - 0.50% depending on the asset allocation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...