Foster & Motley Inc, a renowned investment advisory firm headquartered in Cincinnati, OH, boasts an impressive portfolio with over 310 individual clients and a staggering $1,961,366,000 in assets under management. With a local presence and a reputation for excellence, Foster & Motley Inc operates from a single office in Cincinnati.
While managing various types of accounts, including 401K and individual accounts, these represent less than 30% of their total assets under management. However, Foster & Motley Inc possesses the expertise and capacity to effectively manage employer funds. Notably, a significant 98% of the assets they o...
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Assets Under Mgmt
$1.96B
Investment Professionals
21
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.