Foundation Wealth Management

Retirement Planning Firm in Media, PA

Firm Info
Address: 9 W 3rd St, Media, PA 19063, USA
Phone: (610) 548-7170

Firm Size
Assets Under Management: $529.4 million
# of Advisors: 3
# of Clients: 1,389
Client to Advisor Ratio: 463:1
Average Account Size: $381,139
# 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

  • Pension & Profit Sharing Plans
  • State & Municipal Govt Entities

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

Get Connected with a Financial Advisor

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Foundation Wealth Management, LLC Overview

Foundation Wealth Management, LLC is an investment advisory firm that has been providing its services since 2003. The firm operates on a fee-only basis, which means its clients pay for the advice they receive rather than the products they purchase. The headquarters of the firm are located in Clayton, MO, where it serves both individual and small business clients. As a registered investment advisory firm, Foundation Wealth Management, LLC offers investment advice only. The firm provides a range of services, including financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutional clients, and pension consulting services. All of these services are designed to help clients achieve their financial goals. With over 18 years of experience in the industry, Foundation Wealth Management, LLC has established a reputation for delivering high-quality advice and sound investment strategies to its clients. The firm's team of experienced professionals works closely with clients to understand their unique financial needs and objectives, and then develops customized investment plans that are tailored to their specific goals. Overall, Foundation Wealth Management, LLC is a trusted partner for clients looking to achieve their long-term financial objectives.

Foundation Wealth Management, LLC is a boutique investment firm that serves a diverse range of clients, from individuals to high net worth individuals to pension or profit sharing plans and state or municipal government entities. With their intricate understanding of the financial landscape and unique investment strategies, the firm caters to a vast array of clients with distinctive investment goals and preferences. They value client relationships and provide customized investment solutions to suit each client's particular needs and objectives. In terms of fee structures, Foundation Wealth Management, LLC offers clients flexibility and choice. Their fee structure is dependent on the service provided, and clients can choose between a percentage of assets under management (AUM) or fixed fees. The percentage of AUM fee structure is calculated based on a percentage of the total assets that are under the management of the firm, whereas the fixed fee structure is a set fee for services provided, regardless of the value of assets managed. The firm provides complete transparency regarding their fees and is committed to ensuring that their clients are well-informed and involved in the investment decision-making process.

Typical Clients, Fee Structures & Investment Minimum

Foundation Wealth Management, LLC's Part 2 Brochure mentions that in general, their clients have a portfolio of $1,000,000 or more. However, they do accept clients with a smaller portfolio size if it will not cause increased investment risk beyond the client's identified risk tolerance. The brochure does not mention a specific investment minimum.

How This Office Can Help Media, PA Residents

Foundation Wealth Management provides comprehensive financial planning and wealth management services to clients in Media, PA. As one of the fastest-growing suburbs of Philadelphia, residents of Media face unique financial challenges such as high costs of living, increasing property taxes, and a highly competitive job market. Additionally, as residents age, they may need assistance with retirement planning, estate planning, and long-term care planning. Foundation Wealth Management assists clients in Media, PA by creating customized financial plans that address their specific needs and goals. This includes evaluating their current financial situation and identifying areas where they can save money or invest for the future. They also provide guidance on tax planning strategies, investment selection and management, and retirement income planning. With a focus on building long-term relationships, Foundation Wealth Management works closely with clients to help them achieve their financial objectives and enjoy a secure and worry-free retirement.

To view the Minimum Investment and Fee Schedule for Foundation Wealth Management, LLC, visit their Part 2 Brochure.

Services Offered by Foundation Wealth Management, LLC

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 Foundation Wealth Management, LLC 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)
Fixed Fees (Other than subscription)
Unavailable
Hourly
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 9 W 3rd St, Media, PA 19063, USA
Phone (610) 548-7170
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 168 N. MERAMEC AVE, SUITE 100, CLAYTON, MO 63105, United States

This firm has no other locations.

State Registrations

Foundation Wealth Management, LLC is registered to service clients in the following states:

  • Arizona
  • California
  • Florida
  • Georgia
  • Illinois
  • Louisiana
  • Missouri
  • North Carolina
  • Texas

Disciplinary History

Foundation Wealth Management, LLC does not have any disclosures. Please visit it's Form ADV for more details.