Foresight Financial Advisory is a registered investment advisor based in Palm Beach Gardens, Florida, founded by Kyle Cain. The firm offers comprehensive and modular financial planning, investment portfolio management, and consulting services. Foresight Financial Advisory helps clients navigate retirement planning, cash flow and debt management, risk management, tax strategies, estate planning, charitable giving, education planning, divorce planning, and business consulting. Investment management services are provided directly or through third-party investment managers, using strategies such as Modern Portfolio Theory and Core-Plus-Satellite approaches. The firm operates with a commitment to acting in clients' best interests, providing tailored advice without commissions on securities transactions.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $10.0M | 1.00% |
| $10M+ | 0.75% |
Fees are negotiable and may be reduced or waived for firm associates, family members, or pre-existing relationships. Household accounts are aggregated for fee calculation.