Foundation Wealth Planning
Assets Under Management
$4.9M
Number of Clients
19
Number of Advisors
2
Average Client AUM
$260K
AUM per Advisor
$2.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
FWP provides discretionary asset management services, determining investment goals, time horizons, objectives, and risk tolerance. They may hire Sub-Advisors. Financial planning services are offered to clients with assets under management of $250,000 or more at no additional cost. They also offer full financial plans and hourly consultation services.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.35% |
| $1.0M - $3.0M | 1.20% |
| $3.0M - $5.0M | 0.95% |
| $5M+ | 0.70% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
FWP charges an annual investment advisory fee based on total assets under management. The fee is tiered, ranging from 1.35% on the first $1,000,000 to 0.70% on amounts over $5,000,000. Fees are billed monthly in arrears. The annual fee is negotiable based upon certain criteria. Financial planning is offered on a fixed fee basis up to $15,000 for the initial plan and up to $12,000 for subsequent years. Hourly consultation services are offered at $250 per hour with a one-hour minimum. FWP may waive the planning fee for clients with a minimum of $250,000 of assets under management with FWP.
Areas of Practice
Location
250 N Santa Fe, Suite E, Salina, KS, 67401
