Elizabeth Foley
Elizabeth Foley is a CFP-designated registered investment advisor at Hilltop Wealth & Tax Solutions, based in Royal Oak, MI, with 36 years of industry experience. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 837 clients with $620M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $750K | 1.00% |
| $750K - $1.5M | 0.90% |
| $1.5M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.40% |
Fees are negotiable for accounts over $25,000,000.
Fee Estimator
Location
606 E. 11 Mile Rd., Royal Oak, MI, 48067
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Elizabeth is the President of the Board of Directors for Hilltop Kids, a non-profit providing services to underprivileged children and families. Elizabeth is also licensed to sell life and health insurance since 1989.
Employment History
Current Registrations
Hilltop Wealth & Tax Solutions
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
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