FOSTER INVESTMENT SERVICES
Firm details
- Headquarters
- Lexington, Kentucky
- CRD number
- 286471
- Website
- www.fosterinvestment.net
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds37%
- Exchange Traded Equities30%
- US Government Bonds16%
- Investment Grade Corp Bonds12%
- Cash & Cash Equivalents4%
Contacts
2 of 2George Foster
Administrative AssistantCRD 7532961
LOGAN FOSTER
Managing MemberCRD 2124097
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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