Foster Group, Inc.

Financial Advisor in Omaha, NE

Firm Info
Address: 8901 Indian Hills Dr #300a, Omaha, NE 68114, USA
Phone: (800) 798-1012

Firm Size
Assets Under Management: $3.4 billion
# of Advisors: 34
# of Clients: 4,626
Client to Advisor Ratio: 136:1
Average Account Size: $733,546
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Foster Group, Inc. Overview

Foster Group Inc. is a well-established fee-only registered investment advisory firm that has been in business since 1991. Since inception, the firm has focused exclusively on providing investment advice to its clients. Headquartered in West Des Moines, Iowa, it serves a broad range of clients, including individuals, small businesses, businesses, and institutional clients. The firm's array of services includes financial planning, portfolio management for individuals & small businesses, portfolio management for businesses or institutional clients, and pension consulting services. Its financial planning services help clients identify long-term objectives and create a roadmap to achieve these goals. Meanwhile, its portfolio management services are tailored to the unique needs and preferences of each client, whether they are individuals, small businesses, or institutional clients. Foster Group's pension consulting services are tailored to help businesses design, implement, and monitor pension plans that will meet their needs and those of their employees. Through its expertise and experience, the firm helps clients navigate complex pension regulations, minimize risk, and ensure compliance with the various legal requirements. In summary, Foster Group Inc. is a highly reputable investment advisory firm that provides financial planning, portfolio management, and pension consulting services to a wide range of clients. With its strong focus on investment advice and its expertise in navigating the complex world of investments and pensions, the firm has remained a trusted advisor in the industry.

FOSTER GROUP, INC. has a diverse clientele base and caters to a wide range of clients. The firm offers its financial services to individuals seeking aid in budgeting and investing as well as to high net worth individuals looking to grow their wealth. Additionally, FOSTER GROUP, INC. provides financial assistance to charitable organizations by helping them manage their funds and investments. The firm also serves other corporation types not listed here. Regardless of the type of client, FOSTER GROUP, INC. customizes services to fit individual needs and goals. Fee structures at FOSTER GROUP, INC. vary according to the services rendered. Clients seeking asset management benefit from the percentage of AUM fee structure. This fee, charged based on a percentage of the total assets under management, ensures that clients pay in proportion to the earnings or growth of their portfolio. For those requiring more specific financial advice or planning, the hourly fee structure is available. Clients may book an appointment with a financial advisor who bills hourly for services offered. Alternatively, for clients who have a more defined scope of services needed, FOSTER GROUP, INC. may offer fixed fees that cover a set number of services, tasks, or scope of a project. The firm's approach focuses on serving clients' needs without compromising their financial goals.

Typical Clients, Fee Structures & Investment Minimum

The investment minimum for Foster Group, Inc. is not explicitly stated in their Part 2 Brochure. However, the note in their brochure mentions that the advisor has established certain minimum investable assets thresholds. These thresholds are further discussed in Item 5 of the brochure, which is not provided. It can be assumed that potential clients would need to meet these minimums in order to work with the firm and receive their high level of personal services.

How This Office Can Help Omaha, NE Residents

Foster Group, Inc. is a financial planning firm committed to helping clients achieve their financial goals. Based in Omaha, NE, Foster Group, Inc. provides a range of financial planning and investment management services to clients. These services include comprehensive financial planning, retirement planning, investment management, tax planning, and estate planning. The firm helps clients understand their financial situation and create a customized plan that fits their specific needs and goals. For people living in Omaha, NE, there are a variety of financial situations they may be facing. For example, some individuals may be focused on saving for retirement or managing their investments to generate income. Others may be dealing with debt, such as credit card debt or student loans, and looking for ways to pay it off more quickly. Foster Group, Inc. helps clients navigate these challenges by providing expert financial advice and customized recommendations to meet their unique needs and goals. Whether someone is just starting out on their financial journey or looking to make a major investment, Foster Group, Inc. can help.

To view the Minimum Investment and Fee Schedule for Foster Group, Inc., visit their Part 2 Brochure.

Services Offered by Foster Group, Inc.

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Foster Group, Inc. most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 8901 Indian Hills Dr #300a, Omaha, NE 68114, USA
Phone (800) 798-1012
Directions
Google My Business Reviews:

Other Office Locations

Firm Headquarters
Firm headquarters location 6601 WESTOWN PARKWAY, SUITE 100, WEST DES MOINES, IA 50266, United States

This firm has no other locations.

State Registrations

Foster Group, Inc. is registered to service clients in the following states:

  • Arizona
  • Arkansas
  • California
  • Colorado
  • Florida
  • Georgia
  • Illinois
  • Iowa
  • Kansas
  • Louisiana
  • Michigan
  • Minnesota
  • Missouri
  • Nebraska
  • Nevada
  • Ohio
  • Oklahoma
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Virginia
  • Washington
  • Wisconsin

Disciplinary History

Foster Group, Inc. does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Fiduciary Financial Advisor FAQs