Foresight Capital Management Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$292,262,331
Clients
537
Advisors
3
of 10 employees
About
Foresight Capital Management Advisors, Inc. advises defined contribution plans, endowments and similar institutional clients alongside high‑net‑worth and individual clients, managing roughly $350 million in client assets with a three‑advisor team. The firm provides investment management, investment consulting, comprehensive financial planning, retirement plan investment management, manager searches and ongoing reporting to trustees and plan participants.
FCMA commonly acts in a discretionary manager or manager‑of‑managers role, selecting no‑load mutual funds and third‑party managers and monitoring portfolios against standard benchmarks such as the S&P 500, MSCI EAFE and Barclays bond indices. Retirement plan services emphasize model portfolios (including S&P 500, 100% Equity, Aggressive, Moderate, Conservative, 100% Fixed Income and Money Market models), quarterly performance reporting and participant education such as on‑site workshops.
Distinctive elements include a significant institutional focus on public school retirement plans and consortium work — staff materials identify the firm’s lead consulting role for the Michigan Retirement Investment Consortium (MRIC), which covers hundreds of school districts and tens of thousands of participants — and the routine delivery of model portfolios, manager performance reports and participant education materials. The firm operates on a fee‑only basis and highlights professional credentials and fiduciary consulting experience, including CPA and advanced planning designations among its leadership.
Client services
Occupation focus
Fee options
Flat fees may be negotiated for consulting services; initial setup fee of $250-$500.
$0 - $1 million: 1.00% $1 million - $2 million: 0.80% $2 million - $3 million: 0.75% $3 million - $4 million: 0.70% $4 million - $5 million: 0.65% $5 million - $6 million: 0.55% $6 million - $7 million: 0.50% $7 million - $8 million: 0.45% $8 million - $9 million: 0.40% $9 million - $10 million: 0.35% $10 million - $11 million: 0.30% $11 million+: Negotiable
Hourly rates range between $30 and $475 depending on the scope of the engagement.
Account minimum: $25,000 Minimum fee: Initial non-refundable setup fee of $250-$500 Fee-only: FCMA is a fee-only advisor and does not receive compensation attributable to the sale of securities or other forms of compensation.
Main office
1205 Industrial Drive
Saline MI 48176
Advisors at this office
3
Most active in
Indiana · Michigan · North Carolina · Ohio · Pennsylvania
Also doing business as
Foresight Capital Management Advisors, Inc. · Foresight Capital Management, Fcm Advisors, Foresight Investment Group, Foresight Financial Group
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Dillon S
CFP®
Saline, MI
Foresight Capital Management Advisors, Inc.
Dillon Schroeder is a CFP® affiliated with Foresight Capital Management Advisors, Inc. He has three years of industry experience and has worked at Foresight since 2020. Prior to joining the firm, he held roles at Eastern Michigan University and Bedford Hills Golf Course. Foresight Capital Management Advisors, Inc. serves defined contribution plans, endowments, high-net-worth, and individual clients, managing approximately $350 million in assets with a three-advisor team. The firm provides investment management, consulting, and retirement plan services, specializing in institutional clients such as public school retirement plans and consortiums like the Michigan Retirement Investment Consortium.
Laurie S
CFP®, PFS™
Saline, MI
Foresight Capital Management Advisors, Inc.
Laurie Stegenga is a CFP® and PFS™ with 16 years of industry experience. She has been with Foresight Capital Management Advisors, Inc. since 2008. Foresight Capital Management Advisors, Inc. provides investment management, consulting, financial planning, and retirement plan advisory services to institutional clients and high net worth individuals. The firm emphasizes retirement plan participant education and combines model portfolios with manager-of-managers analysis in its advisory approach.
Patrick C
CFP®
Saline, MI
Foresight Capital Management Advisors, Inc.
Patrick Carney is a CFP® professional at Foresight Capital Management Advisors, Inc. with six years at the firm and a total of five years in the financial industry. Prior to his current role, he was involved with Bandits Goalie School for four years. Foresight Capital Management Advisors serves defined contribution plans, endowments, institutional clients, high-net-worth individuals, and others, managing approximately $350 million in assets. The firm focuses on discretionary manager selection, investment consulting, and retirement plan management, with notable involvement in public school retirement plans and consortium work such as the Michigan Retirement Investment Consortium.
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