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Foresight Capital Management Advisors, Inc.

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Client assets under management

$292,262,331

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Clients

537

46% high-net-worth

Advisors

3

of 10 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

179

Very High

Average account size

$544,250

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

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Fiduciary investment consulting

Occupation focus

Founder/Business Owner Retired

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Fee options

Fixed

Flat fees may be negotiated for consulting services; initial setup fee of $250-$500.

Percentage

$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

Project-based

Hourly rates range between $30 and $475 depending on the scope of the engagement.

Other

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 location

Foresight Capital Management Advisors, Inc.

1205 Industrial Drive

Saline MI 48176, United States

Number of offices

1

Most active in

More info

Indiana · Michigan · North Carolina · Ohio · Pennsylvania

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 877-429-4690

Advisors at this firm

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Dillon S

CFP®

Saline, MI

Foresight Capital Management Advisors, Inc.

Dillon Schroeder is a CFP® professional with three years of experience at Foresight Capital Management Advisors, Inc. He has worked exclusively with the firm since 2020 and has prior experience in education and hospitality. 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 alongside portfolio management, using mutual funds, model portfolios, and third-party managers to implement asset allocation targets.

Founder/Business Owner Retired
user avatar

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.

Founder/Business Owner Retired
user avatar

Patrick C

CFP®

Saline, MI

Foresight Capital Management Advisors, Inc.

Patrick Carney is a CFP® professional with five years of industry experience, currently serving at Foresight Capital Management Advisors, Inc. since 2017. Prior to his financial advisory career, he worked at Busy Bee's Landscaping and Bandits Goalie School. 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 uses a combination of mutual fund and model-portfolio selection, third-party managers, and performance benchmarking in its investment approach.

Founder/Business Owner Retired
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