Alisa Michelle Foster

CFP

Ballentine Partners

5 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingHigh Net Worth

Ballentine Partners

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

74 advisors

Number of Clients

333 clients

Average Client Portfolio

$36.1M average

Assets Under Management

$12.0B

Fee Structure

Minimum Investment:$4M

Financial Planning:Investment management only

Minimum Annual Fee:$40,000

Location

3801 PGA Blvd #810, Palm Beach Gardens, FL, 33410

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History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Ballentine Partners

April 2025 - Present · 10 mos

Previous Registrations

The Wealth Consulting Group

May 2023 - March 2025 · 1 yr 10 mos

Capital Benchmark Partners, LLC

November 2018 - February 2022 · 3 yrs 3 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.