Phoundational helps individuals and organizations understand and take control of their finances. They offer financial planning and investment consulting, emphasizing education and customized strategies. Phoundational's fees are not based on assets or recurring automatically, and they don't receive commissions from recommending products.
Assets Under ManagementN/A
Clients13
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Phoundational does not manage client assets directly. They act as a consultant, providing recommendations on investments like stocks, bonds, mutual funds, and exchange-traded funds. Clients manage their own accounts and execute trades at the brokerage of their choice.
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