Foster Group
Since 1989, Foster Group has focused on serving the investment, retirement, and estate 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 advisors work to provide the thoughtful answers and evidence-based guidance you may be looking for.
We accept no commissions, sell no products, and are always focused on your best interests. By taking away the burden of figuring it all out yourself, we can even help you enjoy more free time. No wonder more than 575* healthcare professionals currently choose to partner with Foster Group.
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.
- Services: Financial planning, investment management, estate planning
- Ideal Client: Doctors seeking an experienced, accessible advisor partner.
- Location: Des Moines, IA and Omaha, NE
- Foster-Group-Financial-Advisor-Application, ADV2
- Website, [email protected], (800)798-1012
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:
We have different service levels and pricing for each offering we provide.
CoreWealth Individuals
| Account Value | Annual Fee Schedule {on marginal dollars} | |||
| Any asset level | 0.85% | |||
A Minimum quarterly fee of $300.
SignatureWealth 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% | |||
A Minimum quarterly fee of $1250.
SelectWealth Individuals
| Account Value | Annual Pricing Schedule {on marginal dollars} | |
| Up to $10,000,000 | 0.50% | |
| $10,000,001-$25,000,000 | 0.40% | |
| $25,000,001-$50,000,000 | 0.30% | |
| $50,000,001 and above | 0.20% | |
A Minimum quarterly fee of $12,500.
Institutions:
| Account Value | Annual Pricing Schedule {on marginal dollars} | ||
| Up to $2,000,000 | 0.50% | ||
| $2,000,001-$5,000,000 | 0.25% | ||
| $5,000,001-$10,000,000 | 0.20% | ||
| $10,000,001-$20,000,000 | 0.15% | ||
| $20,000,001 and above | 0.10% | ||
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 Pricing
*As of 1/1/2023