Foundation Wealth & Tax Advisors offers ongoing portfolio management, financial planning, and pension consulting services tailored to each client's specific goals, time horizon, and risk tolerance. Foundation Wealth & Tax Advisors builds personalized investment strategies using mutual funds, fixed income securities, equities, exchange-traded funds, and private placements, with discretionary authority to execute trades. The firm also assists clients with digital asset diversification and manages held-away retirement accounts using third-party platforms. In addition to investment management, Foundation Wealth & Tax Advisors provides comprehensive financial planning covering retirement, tax strategies, estate planning, insurance, and college funding. The firm serves individuals, high-net-worth individuals, businesses, and retirement plans, and has no account minimums.
Fee Structure
Foundation Wealth & Tax Advisors charges an annual fee based on a percentage of the total assets managed in your portfolio. The fee decreases as the value of your portfolio increases:
- $0 to $1,000,000 — 1.25% per year
- $1,000,001 to $2,000,000 — 1.00% per year
- $2,000,001 to $3,000,000 — 0.80% per year
- $3,000,001 to $5,000,000 — 0.65% per year
- $5,000,001 to $10,000,000 — 0.50% per year
- Over $10,000,000 — 0.40% per year
For accounts using tactical capital preservation strategies that involve more frequent trading, fees may be charged as high as 1.50%. Fees are calculated and billed quarterly in arrears.