Foster Group

Since 1989, Foster Group has focused on delivering investment management, advanced financial planning, and retirement plan consulting services to physicians. We serve medical professionals who we hope appreciate our independent, fee-only, integrated approach to financial planning and investment management.  Our financial advisors work with individuals, trust funds, retirement plansnonprofit and for-profit organizations, and fiduciaries to preserve capital, grow assets, and manage marketplace risk. The Team at Foster Group is committed to helping you feel Truly Cared For™.  Click here for a complimentary second opinion today and/or download our free e-book containing the five investment fundamentals every physician should know.

PLEASE NOTE LIMITATIONS: Please see Important Advertising Disclosure Information and the limitations of any ranking/recognitions, at www.fostergrp.com/advertising-disclosure/. A copy of our current written disclosure statement as set forth on Part 2A of Form ADV is available at www.adviserinfo.sec.gov.

 

 

Fee Structure:

A Minimum quarterly fee of $750

Individuals:
Account Value Annual Fee Schedule {on marginal dollars}
Up to $1,000,000 1.00%
$1,000,001-$2,000,000 0.75%
$2,000,001-$3,000,000 0.60%
$3,000,001-$5,000,000 0.50%
$5,000,001-$25,000,000 0.40%
$25,000,001 and above 0.30%
Institutions:
Account Value Annual Fee Schedule {on marginal dollars}
Up to $2,000,000 0.75%
$2,000,001-$3,000,000 0.60%
$3,000,001-$5,000,000 0.50%
$5,000,001 and above 0.40%

E.g. the Annual Fee Schedule for an Account Value of $2,568,652 would read as follows: ($1,000,000 X 1.00%) + ($1,000,000 X .75%) + ($568,652 X .60%) = Total Annual Fee