FOSTER & WOOD, INC.

RIASEC RegisteredEst. 2021

Total AUM

$219M

Discretionary

$155M

71% of AUM

Avg account

$985K

Accounts

222

Employees

Advisory reps

Firm details

Headquarters: LAKE OSWEGO, Oregon
CRD number: 165362
Registered since: March 26, 2021
Website: fosterandwood.com
Custodians: CHARLES SCHWAB & CO., INC., EMPOWER FINANCIAL SERVICES, INC., BROADRIDGE BUSINESS PROCESS OUTSOURCING, LLC, ADP BROKER-DEALER, INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Pension & Profit Sharing Plans78.84%
HNWI17.01%
Individuals4.15%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Foster & Wood, Inc. is an independent registered investment adviser that began SEC registration in 2021 and is organized as a corporation with individual ownership. The firm serves both individual and family clients as well as institutional clients, and it provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee model combines asset-based fees and fixed fees. Foster & Wood is not classified as an active ESG investor, is not a multi-state adviser, and is not a capital allocator per the available data.