Foster Group

Over 550* healthcare professionals are being Truly Cared For® by Foster Group. Since 1989, we have focused on serving the investment and retirement planning needs of physicians and their families. Our experience gives us insight into the financial concerns, opportunities and decisions you may be facing. And our expert team works to provide the thoughtful answers and research-based guidance you may be looking for.

Contact us – without obligation – whenever you have a financial question, idea or need a second opinion. And discover how having your financial life Truly Cared For® can help you feel more confident and in control.

PLEASE SEE IMPORTANT DISCLOSURE INFORMATION at https://www.fostergrp.com/disclosures. A copy of our written disclosure Brochure as set forth on Part 2A of Form ADV is available at www.adviserinfo.sec.gov.

 

 

Fee Structure:

CoreWealth Individuals (Smart technology solution + Foster Group human touch):

Account Value
Annual Fee Schedule {on marginal dollars}
Any asset level 0.85%

A Minimum quarterly fee of $300.

 

SignatureWealth Individuals (Dedicated service team):

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%

A Minimum quarterly fee of $1250.

 

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

*As of 1/1/2022