Foundations Investment Advisors LLC
Assets Under Management
$7.2B
Number of Clients
25,166
Number of Advisors
257
Average Client AUM
$285K
AUM per Advisor
$28.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Foundations Investment Advisors provides investment advisory and portfolio management services, including financial planning, tax planning, insurance review, education funding, retirement planning, and estate planning. Investment advice is tailored to clients’ financial goals, objectives, and risk tolerances. They also offer sub-advisory services to unaffiliated RIAs.
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 2.00% |
A $150 annual minimum management fee will be assessed on all accounts. For account values of less than $7,500, this may equate to be more than 2%.
Fee Estimator
The maximum annual advisory fee is 2.00% of assets under management. A $150 annual minimum management fee will be assessed on all accounts. For account values of less than $7,500, this may equate to be more than 2%. All accounts will also be assessed a $50 annual administrative and technology fee (ATF). Fees may be negotiable based upon individual account criteria. Fees are collected either in arrears on a monthly or quarterly basis or quarterly in advance.
Areas of Practice
Location
4050 E. Cotton Center Blvd., Suite 40, Phoenix, AZ, 85040