Firm Foundation Wealth Management provides investment management and financial planning services. Investment management is tailored to individual client goals and risk tolerance. Financial planning covers topics like retirement, insurance, investments, taxes, and estate planning. They also offer ERISA plan services for retirement plans.
Assets Under Management$62M
Clients173
Advisors1
Avg. per Client$360K
Avg. per Advisor$62M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $125K | 1.50% |
| $125K - $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $4.0M | 0.65% |
| $4M+ | 0.50% |
Accounts within the same household may be combined for a reduced fee. The annual fee may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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