Fiduciary advisors in Foster City, CA

9 registered advisers

By the numbers: Foster City, California has 9 SEC-registered fiduciary advisors and 9 fee-only firms.

AMERICAN INFRASTRUCTURE

Fee-Only, No ConflictsClean Record
Foster City, CaliforniaCRD #299402
Typical Fee--
AUM$1.7B
Minimum--
Clients8

BAILARD, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Foster City, CaliforniaCRD #110550
Typical Fee--
AUM$6.5B
Minimum--
Clients2,573

BERTRAM CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Foster City, CaliforniaCRD #156920
Typical Fee--
AUM$4.0B
Minimum--
Clients11

IEQ CAPITAL, LLC

Fee-OnlyAlso Compensated via Product Sales
Foster City, CaliforniaCRD #301819
Typical Fee1.00%
AUM$35.4B
Minimum--
Clients1,963

KNUFF & COMPANY LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Foster City, CaliforniaCRD #298203
Typical Fee--
AUM$385M
Minimum--
Clients28

NEUMANN CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Foster City, CaliforniaCRD #112182
Typical Fee--
AUM$569M
Minimum--
Clients584

NIPUN CAPITAL, L.P.

Fee-Only, No ConflictsClean Record
Foster City, CaliforniaCRD #159752
Typical Fee--
AUM$1.9B
Minimum--
Clients12

SUMMITRY, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Foster City, CaliforniaCRD #128586
Typical Fee--
AUM$3.0B
Minimum--
Clients3,384

TEAM HEWINS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Foster City, CaliforniaCRD #291194
Typical Fee--
AUM$4.0B
Minimum--
Clients2,260
Fiduciary Advisors in Foster City, California | FiduciaryListings