Foothills Investments provides portfolio analysis, financial planning, and investment management services. Financial planning covers investment strategy, retirement, estate, education funding, tax planning, real estate, insurance, and business planning. Clients can implement recommendations themselves or engage Foothills Investments for ongoing investment management. Educational seminars are also offered. Foothills Investments acts as a fiduciary, prioritizing client interests.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.05% |
| $2.5M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.45% |
| $25M+ | 0.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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