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How does the advisor help clients – Key Takeaways:
FOSTER & WOOD, INC. is a financial advisory firm that helps clients with planning and managing their finances through personalized strategies and expertise. They have been in the industry for 20 years and offer a wide range of financial services to cater to various client needs.
Facts and Insights
FOSTER & WOOD, INC. has been in business for 20 years and has a total of 50 advisors. As of 2021, they have over $2 billion in assets under management. This firm believes in personalized financial planning for their clients, taking into consideration their unique financial situation and goals. They also offer ongoing financial education and support to help clients make informed financial decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management |
|---|---|---|
| 2001 | 50 | $2 billion |
Financial Services Offered
FOSTER & WOOD, INC. offers a wide range of financial services to help clients with their financial planning and management. Some of the key services they offer include investment management, retirement planning, tax planning, estate planning, and risk management. They also provide personalized financial education and ongoing support to help clients stay on track with their financial goals.
Client Types
FOSTER & WOOD, INC. serves a diverse range of clients including individuals, families, businesses, and institutions. They believe in tailoring their services to meet the specific needs of each client, regardless of their age, income, or financial background. Whether it’s an individual looking to plan for retirement or a business owner seeking tax planning advice, this firm has the expertise and resources to help.
Fees & Compensation
FOSTER & WOOD, INC. operates on a fee-only basis, which means their fees are based on a percentage of the assets they manage for their clients. This ensures that their interests are aligned with the clients’ and there are no conflicts of interest. They may also charge hourly fees for certain services, but these are always disclosed upfront.
Background
FOSTER & WOOD, INC. was founded in 2001 by John Foster and Sarah Wood, both experienced financial advisors. Their mission is to provide holistic and personalized financial planning services to clients and help them achieve their financial goals. The firm has a team of 50 advisors who are all highly qualified and experienced professionals in the financial industry.
Financial Advisor Disclosures to Know
As a registered investment advisor, FOSTER & WOOD, INC. is required to disclose any potential conflicts of interest to their clients. This includes any outside business activities, affiliations, or partnerships that may impact their services. They also have a fiduciary duty to act in the best interest of their clients and to fully disclose any fees or compensation received.