Foundation Wealth & Tax Advisors provides investment management based on individual client goals and risk tolerance. They create investment plans and may use third-party investment advisors. They also offer pension consulting services and financial planning covering investments, insurance, taxes, retirement, college, and debt. Foundation Wealth may also assist clients with diversifying digital assets purchased outside of their management.
Assets Under Management$49M
Clients79
Advisors10
Avg. per Client$620K
Avg. per Advisor$4.9M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees may be as high as 1.5% when tactical capital preservation investment strategies are implemented where trading is more frequent. Total fee is based on the weighted percentage of assets in each tranche.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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