Foster Group

Company Description (LinkedIn): Foster Financial was founded by Wharton School of Business alum, Bradley J. Foster, in 2013. Since inception, Foster Financial has acquired and assembled a portfolio north of 1.5M square-feet of office product in the Greater Detroit area as well as developed an in-house property management team and a construction company to help manage on-going build-outs and projects at the various properties.

• ⏳ Active Since: 2013
• 📍 Location: Grosse Pointe, MI
• 🔢 Employee Count: 6
• 👥 Followers: 480

From WCI application:

• Services Offered: Services: Financial planning, investment management
• View full WCI application 🔗

From SEC filings:

💁 Advisory Services Offered

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Portfolio management for businesses (other than small businesses) or institutional clients
• Pension consulting services

💲 Compensation Options

• A percentage of assets under your management
• Hourly charges
• Fixed fees (other than subscription fees)

Accounts

• 💰 Total AUM ($Millions): 3,083
• 🧾 Number of accounts: 5,768
• 🛍 Average Account Size: $534,552

View more details on Wealthminder 🔗

External Links:

• View form ADV (SEC) 📄
• View form CRS (SEC) 📄

Visit fosterfinancial.com