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.

Prime

Elevate Your Financial Future

Investments between
$2,000,000 and $5,000,000

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Premier

Capitalize on Your Success

Investments between
$5,000,000 and $10,000,000

Explore Premier

Legacy

Wealth that Endures

Investments starting
above $10,000,000

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
Private Investment Opportunities
Family Involvement
Charitable Giving

Prime

Investments between $2,000,000 and $5,000,000

Wealth management is about protecting what you have and growing for the future. You’re ready to take the next step on your wealth journey, and it’s time to envision the future and tackle all the complexities life throws at you. From tax, retirement, and estate planning to career transitions and life’s other big milestones, your Financial Planner and Investment Manager will examine the big picture of your financial well-being and help build a plan that guides you toward success, whatever that means for you. Gain perspective and confidence as you take your next step with our comprehensive Prime service.

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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

Premier

Investments between $5,000,000 and $10,000,000

Designed for individuals with diverse and intricate financial needs to grow and capitalize on significant wealth, our Premier service delivers elevated guidance and services to help you manage every facet of your financial life with clarity and confidence. Our personalized, sophisticated solutions offer a proactive and strategic approach to wealth management. From advanced tax strategies and estate planning to global investment opportunities and legacy planning, our team collaborates closely with you and your inner circle. We'll identify the goals and dreams that are uniquely yours and help you grow your wealth to meet them.

Explore Premier

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 at $10,000,000

You’ve spent your life building a legacy, and you want to make it last for generations. That takes personal commitment and a dedicated team of Financial Planners and Investment Managers to work directly with you. We can help solve your most challenging scenarios, taking an in-depth and proactive approach to tax planning, retirement analysis, estate planning, charitable giving, and private investments. Life tends to become both simpler and more complex at the same time. More clarity on the things that are most important. More complicated variables as you manage your growing wealth. We partner with your accountants, attorneys, and other advisors to make living your financial life more rewarding. You, your loved ones, and your community can enjoy the benefits of your success with our comprehensive Legacy service – today, tomorrow, and into the future.

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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.

Prime

Investments between
$2,000,000 and $5,000,000

Premier

Investments between
$5,000,000 and $10,000,000

Legacy

Investments starting
above $10,000,000

At the Prime level, we do not charge an upfront fee or annual retainer. Our fee is a percentage of assets under management; as your assets increase, the blended rate decreases.

1% on first $2,000,000; 0.75% on next $3,000,000; 0.50% on next $5,000,000; 0.25% thereafter

Our Prime service fee includes comprehensive and ongoing Financial Planning and Investment Management services. The fee for this service is based on assets under management. The minimum aggregate account size for this service is $2 million. Generally, it is expected that all or nearly all of a client’s “manageable” financial assets will be managed by Foster & Motley.

Essential Wealth Management

Your money, working smarter — tailored guidance to help you build, grow, and protect what matters most.

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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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