Foster Financial Services
2720 Dupont Commerce Court
Suite 170
Fort Wayne, IN 46825
Suite 170
Fort Wayne, IN 46825
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Services I Provide:
- I act as a solicitor of an investment manager(s) to manage client assets. I receive a disclosed percent of assets under management as compensation. The investment manager also charges a management fee. Total fees are disclosed in the Harbour Investments Third Party Money Managers Program Services Agreement.
- I provide portfolio management services and receive a disclosed percent of assets under management as compensation. Specific services provided are outlined in Harbour Investments Asset Management Services Agreement.
- I provide non-portfolio management services and assess a flat or hourly fee at a disclosed dollar amount as compensation. Specific services provided are outlined in the Harbour Investments Financial Planning & Investment Consultation Services Agreement.