FOSTER & MOTLEY INC

7755 Montgomery Road
Suite 100
Cincinnati, Ohio 45236
Tel: 513-561-6640

About FOSTER & MOTLEY INC

FOSTER & MOTLEY INC, formally registered with the SEC as FOSTER & MOTLEY INC. The firm was established in 11/18/1996. They have over 1 offices throughout the country.

FOSTER & MOTLEY INC is a Cincinnati, Ohio based Financial Planning firm with nearly $2,266,416,534 assets under management, offering retirement planning & investment advisory services to 861 clients. The firm is staffed with 48 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106905
SEC#	801-53289
Assets Managed by Firm	$2,266,416,534
No. of Clients	861
No. of Advisors	48

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	861	$2,266,416,534
Individuals (other than high net worth individuals)	291	$125,521,990
High net worth individuals	560	$2,087,640,692
Pension and profit sharing plans	3	$12,002,210
Charitable organizations	5	$32,354,358
Corporations or other businesses	2	$8,897,284

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