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FOSTER VICTOR WEALTH ADVISORS

10 Toy Street
Suite 200
Greenville, South Carolina 29601
Tel: (864) 720-2000

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About FOSTER VICTOR WEALTH ADVISORS

FOSTER VICTOR WEALTH ADVISORS, formally registered with the SEC as FOSTER VICTOR WEALTH ADVISORS. The firm was established in 05/04/2016. They have over 1 offices throughout the country.

FOSTER VICTOR WEALTH ADVISORS is a Greenville, South Carolina based Financial Planning firm with nearly $2,014,684,499 assets under management, offering retirement planning & investment advisory services to 5502 clients. The firm is staffed with 35 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#283656
SEC#801-107775
Assets Managed by Firm$2,014,684,499
No. of Clients5502
No. of Advisors35

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total5502$2,014,684,499
Individuals (other than high net worth individuals)913$270,769,017
High net worth individuals572$1,654,330,130
Charitable organizationsFewer than 5 clients$376,742
Corporations or other businesses78$87,082,122

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