A complete list of active advisors currently associated with Foster Victor
Warmer can help you find a great advisor at Foster Victor or one who fits your needs even better.
Foster Victor Wealth Advisors offers financial planning, investment management (discretionary and non-discretionary), retirement plan consulting and related consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, corporations and other business entities. The firm also provides family-office style services and makes recommendations about employer-sponsored retirement plan investments and certain held-away products such as variable life/annuity contracts. The firm follows a fundamental-analysis, balanced approach, constructing diversified portfolios across roughly eight to nine asset classes, rebalancing periodically, and using model portfolios to help implement strategy. Foster Victor uses third-party platforms (including the Schwab Intelligent Portfolios program and Pontera for certain plan accounts) and may recommend private placements and alternative investments when appropriate, tailoring allocations to clients’ risk tolerance, time horizon and liquidity needs. Noteworthy distinctions include the firm’s relationships with insurance company clients and that several supervised persons are licensed insurance agents, which can create conflicts when insurance products are recommended. In addition, affiliated entities provide family office/outsourced CFO services and consult to a private Real Estate Fund (for which the affiliates receive compensation), and the firm’s platform arrangements and vendor benefits with custodians are disclosed considerations for clients evaluating conflicts and execution practices.
To learn more about the advisors currently working at Foster Victor, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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