Foss Wealth Management, INC.
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
About This Firm
Foss Wealth Management offers personalized financial planning and recommends third-party investment managers to individuals, pension and profit sharing plans, trusts, estates, and charitable organizations. Advice covers financial objectives, problem identification, cash flow, tax, insurance, investment, education, retirement, and legacy planning.
Fee Structure
Foss Wealth Management charges fees based on hourly rates ($200/hour) or fixed fees (maximum $2,500) for financial planning services. They also receive referral fees from third-party money managers, which are a portion of the advisory fee paid to the money manager. There is no additional cost to the client for this referral arrangement. There is no minimum account size required.
Areas of Practice
Location
125 W. Railroad Street, La Grange, NC, 28551