We believe advisory pricing should be straightforward and transparent.
Understanding Foster Group’s Investment Advisory Pricing
Choosing a financial advisory relationship is about more than investment performance. Transparency, alignment, and clarity around fees matter. Below is an overview of Foster Group’s Individual Pricing Schedules across our three advisory service tiers.
How Our Advisory Fees Work
Our investment advisory fees are:
- Calculated on a marginal basis
- Typically debited quarterly in advance
- Based on the total value of managed accounts with our firm
A marginal schedule means different portions of your assets are billed at different rates — similar to how tax brackets work.
For a complete explanation of advisory fees and exceptions, please refer to our written disclosure brochure (Form ADV Part 2A).
SignatureWealth Pricing
SignatureWealth is designed for clients seeking comprehensive planning and investment management.
| Value of All Managed Accounts with Firm | Per Quarter | Annual Schedule (on marginal dollars) |
|---|---|---|
| Up to $2,000,000 | 0.250% | 1.00% |
| $2,000,001 – $5,000,000 | 0.200% | 0.80% |
| Above $5,000,000 | 0.150% | 0.60% |
| For example, the Annual Schedule for an Account Value of $2,568,652 would calculate as follows: ($2,000,000 X 1.00%) + ($568,652 X 0.80%). Our minimum quarterly price for SignatureWealth is $2,500. |
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SelectWealth Pricing
SelectWealth serves clients with higher asset levels and increasingly complex needs.
| Value of All Managed Accounts with Firm | Per Quarter | Annual Schedule (on marginal dollars) |
|---|---|---|
| Up to $2,000,000 | 0.250% | 1.00% |
| $2,000,001 – $5,000,000 | 0.200% | 0.80% |
| $5,000,001 – $10,000,000 | 0.150% | 0.60% |
| $10,000,001 – $25,000,000 | 0.125% | 0.50% |
| $25,000,001 – $50,000,000 | 0.100% | 0.40% |
| Above $50,000,000 | 0.075% | 0.30% |
| For example, the Annual Schedule for an Account Value of $26,568,652 would calculate as follows: ($2,000,000 X 1.00%) + ($3,000,000 X 0.80%) + ($5,000,000 X 0.60%) + ($15,000,000 X 0.50%) + (1,568,652 X 0.40%). Our minimum quarterly price for SelectWealth is $15,000. |
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CoreWealth Pricing
CoreWealth provides streamlined investment advisory services with a simple fee structure.
| Value of All Managed Accounts with Firm | Per Quarter | Annual Schedule |
|---|---|---|
| Any Asset Level | 0.225% | .90% |
| Our minimum quarterly price for CoreWealth is $600. | ||
Why Marginal Pricing Matters
Marginal pricing ensures:
- Larger portfolios benefit from declining rates on higher asset tiers
- Fees scale proportionally
- Clients pay a blended rate across asset levels
This structure aligns advisory costs with portfolio growth while maintaining transparency.
