Foster Financial Services offers comprehensive investment advisory services, including portfolio management and financial planning, tailored to each client's specific goals, time horizon, and risk tolerance. The firm uses a variety of investment strategies and analysis methods, such as fundamental and technical analysis, long-term and short-term purchases, strategic asset allocation, and custom indexing. In addition to core portfolio management, Foster Financial Services provides financial planning services that range from broad-based planning to consultative or single-subject advice. The firm operates as a registered investment advisor and is committed to acting in the best interest of its clients. Client assets are held by independent qualified custodians, and the firm exercises trading authority to manage portfolios without requiring prior permission for individual trades. Foster Financial Services specializes in working with individuals, high-net-worth clients, trusts, estates, and business entities.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $750K | 1.35% |
| $750K - $1.0M | 1.25% |
| $1.0M - $1.5M | 1.15% |
| $1.5M - $2.0M | 1.00% |
| $2.0M - $2.5M | 0.85% |
| $2.5M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fees are negotiable based on account size and complexity. This is a blended fee schedule where total household assets progress through the tiers.