Foguth Wealth Management, LLC.
Assets Under Management
$439.6M
Number of Clients
1,563
Number of Advisors
32
Average Client AUM
$281K
AUM per Advisor
$13.7M
Compensation
Fee-Only (AUM)
About This Firm
Foguth Wealth Management manages individually tailored investment portfolios based on client goals. Services include financial planning, qualified plan consulting, and the use of third-party managers. They offer FWM Asset Allocation Models and Direct Indexing Models through Orion Portfolio Solutions.
Fee Structure
Investment management fees are negotiable, ranging from 0.50% to 2.00% annually based on portfolio composition and services selected. Fees are billed monthly in advance. Financial planning services are included in the AUM fee. Qualified plan consulting fees range from 0.05% to 0.75% of plan assets. Hourly rates for project-based services range from $100 to $300 per hour, and flat fees range from $100 to $25,000.
Areas of Practice
Location
325 W. Main St., Brighton, MI, 48116