Foundation Wealth Planning provides investment management and financial planning services. Investment management involves creating a plan based on your goals, risk tolerance, and time horizon. Financial planning includes a review of your financial situation, including investments, taxes, retirement, and estate plans. FWP may use sub-advisors to manage client accounts.
Assets Under Management$4.9M
Clients19
Advisors2
Avg. per Client$260K
Avg. per Advisor$2.5M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.35% |
| $1.0M - $3.0M | 1.20% |
| $3.0M - $5.0M | 0.95% |
| $5M+ | 0.70% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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