Foundation Wealth Management provides wealth management services to individuals and families. These services include ongoing financial planning and investment management. Financial planning covers cash management, risk management, insurance, education funding, retirement planning, estate and charitable giving, and tax planning. Investment management is provided on a discretionary basis, creating portfolios of individual stocks, bonds, mutual funds, and ETFs. Foundation Wealth Management is a fee-only firm and does not sell commissioned products.
Fee Structure
Foundation Wealth Management typically charges a flat fee for wealth management services, ranging from $12,000 to $25,000 per year, billed quarterly in advance. However, accounts opened before January 1, 2015, or transferred from Integrated Wealth Advisors before July 1, 2024, may be subject to an asset-based fee schedule that was in place when the accounts were opened. There is typically a $12,000 minimum annual fee.
