Amy L Gonder
Advisor at Foster Group, INC. — Urbandale, IA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
3 years
Location
Urbandale, IA 50323
Foster Group, INC.
Multi-team
Amy Gonder is a financial advisor at Foster Group, Inc. with three years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual Wealth Management Company. Outside of financial advising, she owns Ollie and Co, a business focused on creating and promoting products, and is a coach at CrossFit 50211. Foster Group, Inc. advises individuals, corporate and institutional clients, and retirement plans, managing approximately $4.78 billion across nearly 2,000 client relationships. The firm emphasizes a long-term, asset-allocation driven investment approach with diversified exposure to mutual funds and ETFs, and offers tiered service levels ranging from digitally-led CoreWealth to bespoke SelectWealth engagements.
Based on Foster Group, INC.
Up to $1,500 one-time fixed fee for estate planning tools via Wealth.com platform.
$0 - $270,000: Greater than 0.90% (CoreWealth, implied) $0 - $2,000,000: 1.00% (SignatureWealth and SelectWealth) $2,000,001 - $5,000,000: 0.80% (SignatureWealth and SelectWealth) $5,000,001 - $10,000,000: 0.60% (SelectWealth) $10,000,001 - $25,000,000: 0.50% (SelectWealth) $25,000,001 - $50,000,000: 0.40% (SelectWealth) $50,000,001+: 0.30% (SelectWealth) $0 - $1,000,000: 0.75% (Institutional) $1,000,001 - $3,000,000: 0.50% (Institutional) $3,000,001 - $20,000,000: 0.20% (Institutional) $20,000,001+: 0.10% (Institutional) $0 - $1,000,000: 1.00% (Qualified Plan Consulting, sub-advisory) $1,000,001 - $7,000,000: 0.80% (Qualified Plan Consulting, sub-advisory) $7,000,001 - $10,000,000: 0.60% (Qualified Plan Consulting, sub-advisory) $10,000,001+: 0.50% (Qualified Plan Consulting, sub-advisory)
Up to $250 per hour for consulting or financial planning on a project or one-time basis.
Account minimum: $500,000 Minimum fee: Minimum quarterly fees: CoreWealth $600; SignatureWealth $2,500; SelectWealth $15,000; Institutional $1,250; Qualified Plan $1,250 Fee-only: Fees based exclusively on assets under management; no commissions or performance fees.
Urbandale, IA
12421 Meredith Drive, Suite 200
Urbandale IA 50323
Advisors at this office
55
Iowa
3 years of industry experience
Foster Group, Inc.
2023 - Present • 3 years
West Des Moines, IA
CrossFit 50211
2023 - Present • 3 years
Norwalk, IA
Premier Event Management
2022 - Present • 4 years
Harahan, LA
Northwestern Mutual Wealth Management Company
2022 - 2023 • 1 year
Milwaukee, WI
Dylan Michael Zender
2022 - 2023 • 1 year
West Des Moines, IA
Northwestern Mutual Investment Services LLC
2022 - 2023 • 1 year
W Des Moines, IA
Keith Erhard
2021 - 2023 • 2 years
W Des Moines, IA
Keith Erhard
2021 - 2021 • 1 year
West Des Moines, IA
Ollie and Co
2019 - Present • 7 years
Prole, IA
EMC Insurance
2017 - 2021 • 4 years
Des Moines, IA
Sports Page
2017 - 2017 • 1 year
Indianola, IA
Scheels
2016 - 2020 • 4 years
West Des Moines, IA
Student
2011 - 2017 • 6 years
Indianola, IA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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