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The fee is billed in advance, is negotiable, has a $10,000 annual minimum and requires an account of at least $2,000,000.","source":"FOSTER & MOTLEY ADV 2A BROCHURE, filed 26 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Foster & Motley use?","answer":"Foster & Motley’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $2.76B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Foster & Motley have?","answer":"Foster & Motley has 22 investment adviser representatives registered with state securities authorities, out of 51 employees, and 22 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Foster & Motley invest in?","answer":"At the end of its last fiscal year, Foster & Motley’s separately managed accounts held 63% exchange-traded equities, 22% registered funds (mutual funds, ETFs, BDCs), 6% U.S. government and agency bonds, 4% state and local bonds, 4% pooled vehicles (private funds and similar) and 1% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Foster & Motley have a minimum investment?","answer":"Yes, Foster & Motley’s minimum account size for its Wealth Management is $2M. It charges a $10K annual minimum fee.","source":"FOSTER & MOTLEY ADV 2A BROCHURE, filed 26 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Foster & Motley?","answer":"Foster & Motley’s direct owners are William Motley, Elizabeth Green, Lucas Hail, Anthony Luckhardt, Thomas Guidi, David Nienaber, Zachary Horn, Joseph Patterson, Jeffrey English, Zachary Binzer and Rachel Rasmussen, each holding 25% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 26 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Foster & Motley get paid?","answer":"Foster & Motley is paid through a percentage of assets under management, hourly charges and fixed fees. 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