A complete list of active advisors currently associated with Foundations Investment Advisors LLC
Warmer can help you find a great advisor at Foundations Investment Advisors LLC or one who fits your needs even better.
Foundations Investment Advisors is an enterprise-scale registered investment adviser that provides portfolio management, financial planning, retirement-plan support and educational workshops to a mix of individual (including high-net-worth) and corporate clients. The firm delivers advisory services through a network of affiliated offices and investment adviser representatives and manages roughly $10.1 billion in client assets across tens of thousands of accounts. Foundations generally tailors investment advice to each client’s objectives and risk tolerance, offering both discretionary and non-discretionary management using model portfolios, periodic rebalancing, and an asymmetric rebalancing policy that uses percentage thresholds for overweights and dollar thresholds for underweights. The firm may employ third‑party sub‑advisers and uses a mix of fundamental, technical and cyclical analysis, and it discloses that fee-based asset management and custodial arrangements can affect trading frequency and costs. Compared with many peers, Foundations operates within a broad family of affiliated businesses that extend beyond investment management — including an affiliated law firm (Charter Law Group, LLC) and related insurance and design entities — and it discloses multiple referral, revenue‑sharing and affiliated‑product relationships that can create conflicts of interest. The brochure highlights these intercompany arrangements (including insurance sales through Magellan and fee‑sharing with IARs) and the firm’s written policies to manage those conflicts and to disclose material changes to clients.
To learn more about the advisors currently working at Foundations Investment Advisors LLC, 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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