Broker Check

Fee Schedule

Foundation Wealth & Tax Advisors, LLC Fee Schedule

Assets Under Management (AUM)

Fee (% of AUM)

≤ $1,000,000
1.25
$1,000,001 - $2,000,000
1
$2,000,001 - $3,000,000
0.8
$3,000,001 - $5,000,000
0.65
$5,000,001 - $10,000,000
0.5
≥ $10,000,001
0.4

Note: Total fee is based on the weighted percentage of assets in each tranche.

Have a Question?

Thank you!
Oops!