Foresight Capital Management Advisors, Inc.

Financial Advisor in Saline, MI

Firm Info
Address: 1205 Industrial Dr, Saline, MI 48176, USA
Phone: (734) 429-4680

Firm Size
Assets Under Management: $237.2 million
# of Advisors: 8
# of Clients: 726
Client to Advisor Ratio: 91:1
Average Account Size: $326,783
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors
  • Educational Seminars & Workshops
  • Other

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

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

  • Pension & Profit Sharing Plans
  • State & Municipal Govt Entities
  • Insurance Companies
  • Corporations or Other Businesses Not Listed Above
  • Other

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

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Foresight Capital Management Advisors, Inc. Overview

Foresight Capital Management Advisors, Inc. is a registered investment advisory firm founded in 2015. The firm offers fee-only financial planning and investment management services to individuals, small businesses, and institutional clients. Additionally, Foresight provides pension consulting services and offers educational seminars and workshops to educate clients on their investment options. Based in Saline, Michigan, Foresight is committed to providing high-quality investment advice tailored to each client's unique needs. As a fee-only firm, Foresight does not earn any commissions or compensation for recommending specific investments, ensuring clients receive objective advice. In addition to its investment advisory services, Foresight offers fiduciary investment consulting to help clients meet their fiduciary responsibilities by monitoring their investments and providing due diligence. The firm also helps clients select other advisors and provides portfolio management services for businesses or institutional clients. Overall, Foresight Capital Management Advisors, Inc. is a trustworthy and experienced firm that can help clients achieve their financial goals.

FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. caters to a wide array of clients, including individuals, high net worth individuals, pension or profit sharing plans, state or municipal government entities, insurance companies, and other corporation types not listed. Moreover, they also accommodate other types of clients who seek the expertise of professional wealth managers. Whether one is an individual investor or part of a large corporation, the firm provides customized and comprehensive financial solutions that fit their clients' unique investment goals and financial situations. Regarding the fee structures, FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. provides different options depending on the type of service provided. Clients may opt for percentage-based fees, which are based on the assets under management (AUM) and typically range from 0.5% to 2% of the total AUM. Another fee structure available is hourly-based, where clients are charged based on the number of hours spent on advising or consulting services. Fixed-fee arrangements are also offered in some situations, where the cost is pre-agreed upon for a specific service or package. The flexibility in choosing the fee structure enables clients to get the most value for their investment while fitting their preferences and budget.

Typical Clients, Fee Structures & Investment Minimum

The note in the Part 2 Brochure for Foresight Capital Management Advisors, Inc. states that the firm does not impose a minimum dollar size on accounts it will accept. However, the firm generally will not recommend its Consulting or Investment Management Services to an account unless assets under management will be $25,000. They do make a note that the minimum account size may be waived.

How This Office Can Help Saline, MI Residents

Foresight Capital Management Advisors, Inc. is a boutique financial planning and investment management firm that focuses on providing personalized services to its clients in Saline, MI. The firm is committed to helping clients achieve their financial goals by developing tailored investment strategies that align with their unique needs, risk tolerance, and objectives. For someone living in Saline, MI, there may be a number of financial challenges they are facing. For example, they may be concerned about how to save for retirement, pay for their children's education, or manage debt while growing their wealth. Additionally, they may be interested in exploring investment opportunities to help them build a diverse and secure portfolio. By working with Foresight Capital Management Advisors, Inc., clients in Saline can benefit from a team of experienced financial advisors who are dedicated to helping them navigate these challenges and achieve financial success.

To view the Minimum Investment and Fee Schedule for Foresight Capital Management Advisors, Inc., visit their Part 2 Brochure.

Services Offered by Foresight Capital Management Advisors, 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 Foresight Capital Management Advisors, 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 1205 Industrial Dr, Saline, MI 48176, USA
Phone (734) 429-4680
Directions
Google My Business Reviews:
3 Stars

Other Office Locations

This firm has no other locations.

State Registrations

Foresight Capital Management Advisors, Inc. is registered to service clients in the following states:

  • Maryland
  • Michigan
  • North Carolina
  • Ohio

Disciplinary History

Foresight Capital Management Advisors, Inc. does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Fiduciary Financial Advisor FAQs