FOSTER INVESTMENT SERVICES

RIASEC Registered
Total AUM
$89.9M
Discretionary
$89.9M
100% of AUM
Avg account
$231K
Accounts
390
Employees
2
Advisory reps
2

Firm details

Headquarters
Lexington, Kentucky
CRD number
286471
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Individuals95.97%
  • Charitable Organizations3.59%
  • Corporations / Businesses0.45%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Foster Investment Services is registered as a limited liability company controlled by an individual owner and focuses on advising individuals and families. Its advisory work centers on portfolio management for individual clients and small businesses, and fees are charged as a percentage of assets under management. The firm does not identify as an ESG investor, does not operate as a multi-state adviser, and does not present itself as a pension consultant or capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 37%, Exchange Traded Equities 30%, US Government Bonds 16%, Investment Grade Corp Bonds 12%, Cash & Cash Equivalents 4%, State & Local Bonds 1%37%
  • Public Funds/Mutual Funds37%
  • Exchange Traded Equities30%
  • US Government Bonds16%
  • Investment Grade Corp Bonds12%
  • Cash & Cash Equivalents4%

Contacts

2 of 2
  • George Foster

    Administrative AssistantCRD 7532961

  • LOGAN FOSTER

    Managing MemberCRD 2124097

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Lexington, KY

FAYETTE

Location

Lexington, KY

Headquartered in Lexington, KY, anchoring the Lexington-Fayette--Richmond--Frankfort, KY metro in the South.

Metro area
Lexington-Fayette--Richmond--Frankfort, KY
Region
South
County
FAYETTE
Address
151 Prosperous Pl
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth