Foundation Resource Management Review


Trust Score 97%
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Foundation Resource Management, federally registered in 2001, is a Registered Investment Advisor (RIA) in 5 state(s) with a licensed staff of 6 advisors. Foundation Resource Management manages $1.7 billion and provides investment advisory services for 159 clients (1:27 advisor/client ratio).

The annual asset based fee is between 0.30% and 1.00% per year of assets under management.

Benefits


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • There is one licensed advisor for every 27 clients (industry average 1:50)

Considerations


  • Firm serves fewer than 1,000 clients
  • Firm may receive soft-dollar benefits that could incentivize them to push trades through broker-dealers that provide advantages to the firm instead of through broker-dealers that could provide the best execution for their clients

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Managed Investing


Feature Value
Estimated Fees (Annual) N/A on $0 portfolio
Annual Management Fee Notes The annual asset based fee is between 0.30% and 1.00% per year of assets under management.
Minimum Investment $2,000,000
Minimum Annual Fee $0
Average Account AUM $10,631,609
Hybrid Advisor No
Disciplinary History No
Total AUM $1.7 billion
Advisor / Client Ratio 1:27
Headquarters Little Rock, AR
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