Foresight Financial Advising provides investment management through sub-advisors and the Betterment platform. They also offer financial planning services, including full financial plans, ongoing consultation, and student loan repayment planning. Investment strategies are tailored to each client's goals, and clients can impose restrictions on investments. Foresight does not sponsor wrap fee programs.
Assets Under Management$1.1M
Clients15
Advisors1
Avg. per Client$72K
Avg. per Advisor$1.1M
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Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.90% |
Betterment also charges a wrap fee of up to 0.15%. Foresight's fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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