My F&M
Service & Fees

Foster & Motley offers customized tiers of
service attuned to your unique goals.

At Foster & Motley, we take a common sense approach to Wealth Management.

Staying on course financially requires a disciplined, integrated approach. Foster & Motley serves as your personal wealth manager, seamlessly bringing together financial planning and discretionary investment management services to help keep you on track to meet your goals.

Essential

Your money working smarter

Investments starting
below $1,000,000

Explore Essential

Prime

Capitalize on your success

Investments between
$1,000,000 and $5,000,000

Explore Prime

Legacy

For wealth that endures

Investments starting
above $5,000,000

Explore Legacy

Service Overview

Initial Consultation
Dedicated Professionals
Ongoing Meetings
Net Worth Analysis
Cash Flow Analysis
Tax Planning
Estate Planning
College Planning
Retirement Analysis
Insurance Analysis
Stock Option Planning
Outside Assets

Essential

Investments starting below $1,000,000

It's time to lay the groundwork for your wealth journey. Your dedicated financial advisor will help you define your financial goals, to fulfill your life’s goals. Our complete net worth analysis will create the foundation upon which we can begin to help build your wealth management strategy — budgeting, saving, investing, and growing your assets. Wealth management doesn’t have to be complicated. Take the first step on your wealth journey with our tailored Essential service.

Explore Essential

Service Overview

Initial Consultation
Dedicated Professionals
Ongoing Meetings
Net Worth Analysis
Cash Flow Analysis
Tax Planning
Estate Planning
College Planning
Retirement Analysis
Insurance Analysis
Stock Option Planning
Outside Assets
Private Investment Opportunities
Family Involvement
Charitable Giving

Prime

Investments between $1,000,000 and $5,000,000

Wealth management is all about protecting what you have, as well as growing for the future. You’re ready to take the next step on your wealth journey, and it’s time to tackle all the complexities life throws at you, from tax, retirement and estate planning to career transitions. Your Financial Planner and Investment Manager will examine the big picture of your financial well-being and help put your money where it will work hardest for you. Gain confidence in your next step with our comprehensive Prime service.

Explore Prime

Service Overview

Initial Consultation
Dedicated Professionals
Ongoing Meetings
Net Worth Analysis
Cash Flow Analysis
Tax Planning
Estate Planning
College Planning
Retirement Analysis
Insurance Analysis
Stock Option Planning
Outside Assets
Private Investment Opportunities
Family Involvement
Charitable Giving

Legacy

Investments starting above $5,000,000

As your life becomes more complex, so does managing your wealth. You may need a tax strategy for selling the business you built, a plan for passing on the benefits of your wealth, or perhaps your financial advisor is retiring. Whatever your short and long-term goals are, your dedicated team of Financial Planners and Investment Managers will work directly with you to solve your most challenging scenarios, taking a more in-depth and proactive approach to tax planning, retirement analysis, estate planning, charitable giving, and private investments. We partner with your accountants, attorneys, and other advisors to make living your financial life more relaxing. You, your loved ones, and your community can enjoy the benefits of your success with our comprehensive Legacy service not only today, but tomorrow.

Explore Legacy

 

Begin your wealth journey with Foster & Motley fee-only financial planners.

Let’s set up your first meeting with a professional fee-only financial planner today.

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OUR CAPABILITIES

Our fee-only financial planners provide comprehensive financial services to help maximize your wealth, no matter where you are on your wealth journey.

Each client's portfolio and priorities are unique. Our tiered service structure integrates personalized financial planning and investment management for every client, and connects additional services for larger portfolios with more complex needs.

Financial Planning

Financial Planning integrates all components of your financial life to make one big, clear picture. It’s not simply investments, insurance, or taxes. It’s about understanding how these areas work together and evolve to help you achieve your dreams. The financial world is always changing. Your life is constantly changing. We work with you to adapt to these changing circumstances.

Investment Management

Our Investment Management philosophy focuses on developing customized portfolios that offer broad diversification and low underlying costs while seeking a consistent rate of return relative to your benchmark. We evaluate investments based on their expected risk-adjusted returns for our clients and strongly believe in a low turnover approach.

SERVICE FEES

Foster & Motley’s fee-only approach to financial planning and investing puts you, our client, first, and ensures our goals always align with making sure you reach yours.

We do not accept commissions, referral fees, or other payments from any vendors. We are completely independent from all financial product providers. Once you engage with us, we will always be available to listen, answer questions, and provide insight about your financial and investing needs.

Essential

Investments starting
below $1,000,000

Prime

Investments between
$1,000,000 and $5,000,000

Legacy

Investments starting
above $5,000,000

The basics and beyond: tailored services to maximize value while minimizing cost.

1%
ANNUALLY
on assets under management, billed quarterly
(subject to a quarterly minimum of $2,500)

Our Essential service fee includes a combination of Financial Planning and Investment Management to clients who currently have less than $1 million of investable assets but expect to exceed $1 million of investable assets in the future. Individual situations vary significantly, so our service can be customized to include the mix of Financial Planning and Investment Management services that is best for you.




Interested in institutional investment management?

Foster & Motley provides investment advisory services for endowments, foundations, charities, non-profit organizations, insurance companies, corporations, and other institutions. Our financial advisors stand ready with our disciplined investment process to help your institution achieve its goals.

Contact us to discuss your institutional investment needs today.

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