Drew Green is a CFP-designated registered investment advisor at Foguth Wealth Management, LLC., based in Norton Shores, MI, with 14 years of industry experience. Drew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 2,259 clients with $830M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Foguth Wealth Management's annual investment management fees are negotiable and range from 0.50% to 2.00% of the average daily balance of your portfolio. The fees are paid monthly in advance. If a third-party manager is used, their fee is separate from FWM's fee and will be directly debited from your account. Financial planning services are included in the investment management fee. Direct Indexing Models are offered through Orion Portfolio Solutions, LLC with a fee of 0.15%.
Location
1535 Farr Rd, Ste A, Norton Shores, MI, 49444
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Drew owns The Greener Side, a photography business, and provides photographs for multiple events. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Foguth Wealth Management, LLC.
Previous Registrations
Strategic Advisers LLC
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
State Registrations1 state
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