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:

A Minimum quarterly fee of $1250

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