Foresight Financial Advisory offers customized financial plans covering cash flow, risk management, employee benefits, retirement, education, tax, and estate planning. They also provide investment consultation and portfolio management, sometimes recommending third-party investment managers. Foresight offers educational workshops and serves individuals, high net worth individuals, and small businesses.
Assets Under Management$350K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$350K
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Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $10.0M | 1.00% |
| $10M+ | 0.75% |
Fee includes sub-advisor fee if one is engaged. Fees are negotiable. On a limited basis and following firm approval, accounts may be assessed their asset-based fee on a monthly basis, in arrears.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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