Войти в систему Зарегистрироваться бесплатно

Foundation Financial Planning LLP (Minneapolis)


Foundation Financial Planning LLP is an adviser based in Minneapolis. It manages $68.45 million of regulatory assets for 577 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Minnesota.

Logo



Foundation Financial Planning provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Foundation Financial Planning: assets under management

The assets under management (AUM) of Foundation Financial Planning LLP is $68.45 million. The firm's AUM has grown by 116% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $66.66 million in discretionary accounts and $1.78 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $120.55 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $74.35 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Foundation Financial Planning LLP for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Minneapolis

The principal office where Foundation Financial Planning LLP performs its advisory services is located at 11375 Robinson Drive, Minneapolis, MN 55433, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 763-231-2760 or by fax 763-231-2770. The normal business hours are 8am-5pm on Monday - Friday. You can find more information about the New York firm at www.foundation-financial.com.


Registered investment advisers similar to Foundation Financial Planning LLP