How does FOSTER & MOTLEY INC help clients – Key Takeaways:
FOSTER & MOTLEY INC is a financial advisory firm that offers a range of services to help clients achieve their financial goals. With a team of experienced advisors, the firm provides personalized solutions and expert guidance to individuals and families. Some key takeaways on how FOSTER & MOTLEY INC helps clients are:
- Comprehensive wealth management services
- Personalized investment strategies
- Retirement and estate planning
- Tax-efficient strategies
- Sound financial advice
Facts and Insights
FOSTER & MOTLEY INC was founded in 1976 and has been in business for over four decades. With a team of 12 advisors, the firm manages over $1.2 billion in assets under management. This demonstrates the firm’s strong track record and experience in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Date Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 1976 | $1.2 billion | 12 |
Financial Services Offered
FOSTER & MOTLEY INC offers comprehensive financial planning and wealth management services to help clients achieve their financial goals. These services include:
- Financial planning
- Investment management
- Tax planning and preparation
- Estate planning
- Retirement planning
Client Types
FOSTER & MOTLEY INC serves a diverse range of clients, including individuals, families, and businesses. The firm believes in building long-term relationships with its clients and tailoring its services to meet their unique needs and goals.
Fees & Compensation
FOSTER & MOTLEY INC operates on a fee-only compensation structure. This means that the firm charges its clients a fee based on a percentage of their assets under management, rather than earning commissions from selling products. This fee structure ensures that the firm’s interests are aligned with those of its clients, as they both benefit from the growth of the client’s portfolio. This also eliminates potential conflicts of interest that may arise when advisors earn commissions from product sales.
Background
FOSTER & MOTLEY INC is headquartered in Cincinnati, Ohio and has been serving clients for over four decades. The firm is an independent Registered Investment Advisor (RIA), which means it is held to a fiduciary standard and is legally obliged to act in its clients’ best interests. This gives clients the assurance that their interests will always come first with FOSTER & MOTLEY INC.
Financial Advisor Disclosures to Know
As a registered financial advisor, FOSTER & MOTLEY INC complies with all federal and state regulations and disclosures. It is important for clients to be aware of these disclosures, which include:
- Code of Ethics
- Form ADV
- Firm Brochure
- Privacy Policy
Clients can find these disclosures on the firm’s website or by requesting them from their advisor.