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Foster Strategic Wealth Partners, LLC
Foster Strategic Wealth Partners, LLC is a state-registered investment adviser in Rehoboth, MA. It has one employee and one investment adviser.
Overview
Foster Strategic Wealth Partners, LLC is a state-registered investment adviser in Rehoboth, MA. It has one employee and one investment adviser. The firm is based in Rehoboth, MA.
General information
Firm type
RIA
Frequently asked questions
What is the fiduciary status of Foster Strategic Wealth Partners?
Foster Strategic Wealth Partners operates as a registered investment advisor (RIA) under US securities law, which imposes a fiduciary duty to act in clients' best interests at all times. This standard is higher than the suitability standard required of broker-dealers.
How does Foster Strategic Wealth Partners earn compensation?
The firm charges a fee based on assets under management (AUM), rather than earning commissions on transactions. This fee-only model reduces conflicts of interest and aligns the firm's incentives with client portfolio growth.
What types of investments does Foster Strategic Wealth Partners use?
The firm does not publicly disclose a comprehensive portfolio breakdown, but typical RIA practice for high-net-worth clients includes public equities, fixed income, cash equivalents, and alternative assets such as private real estate investment trusts (REITs) and structured notes. Each portfolio is customized to the client's risk tolerance and tax situation.
What geographic region does Foster Strategic Wealth Partners cover?
The firm's registered address and reported operations indicate a US-based client base. There is no public evidence of international offices or non-US clients.
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