Foster & Motley INC
Assets Under Management
$2.5B
Number of Clients
889
Number of Advisors
25
Average Client AUM
$2.9M
AUM per Advisor
$101.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Foster & Motley, Inc. is a fee-only, independent investment advisory firm offering wealth management services through financial planning and investment management. They manage investment portfolios using individual securities, mutual funds, exchange-traded funds, alternatives, and private investments. Financial planning services include cash flow, retirement, investment, tax, college funding, insurance, and estate planning. They also offer institutional investment management for endowments, foundations, and non-profit organizations.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Minimum quarterly fee of $2,500. Minimum account size is $1 million, but lower values may be accepted at the firm's discretion.
Fee Estimator
This firm offers wealth management services that bundle investment management and financial planning together for one fee based on assets under management. The annual fee is 1.00% for the first $2 million, 0.75% for the next $3 million, 0.50% for the next $5 million, and 0.25% thereafter. The minimum quarterly fee for this service is $2,500. The minimum account size for wealth management is $1 million, but they may accept accounts of lower value with a reduced minimum fee at their discretion.
Areas of Practice
Location
7755 Montgomery Road, Suite 100, Cincinnati, OH, 45236
