Foster Strategic Wealth Partners offers investment management and financial planning services tailored to individual client needs. FSWP uses tools to assess client risk tolerance and capacity, constructing portfolios with exchange-traded funds, mutual funds, and other securities. Financial planning covers retirement, education, insurance, cash flow, tax, and investment recommendations. Cindy Foster, Managing Member, provides these services.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Foster Strategic Wealth Partners charges a percentage of your portfolio, billed quarterly based on the value of your account on the last day of the quarter. The annual fee ranges from 0.75% to 1.25% of the value of your portfolio.
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