Foster & Motley provides investment advisory and financial planning services. They offer wealth management, which combines investment management and financial planning, and institutional investment management for organizations. Foster & Motley acts as a fiduciary, prioritizing clients' best interests. They are a fee-only firm, meaning they only receive compensation from client fees.
Assets Under Management$2.5B
Clients889
Advisors27
Avg. per Client$2.9M
Avg. per Advisor$94M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Family accounts may be aggregated for fee calculation purposes. Fees for minimum account sizes may be negotiable in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
27 Advisors at this firm
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