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Foster Investment Consulting LLC (Gardena)


Foster Investment Consulting LLC is an adviser based in Gardena. It manages $48.85 million of regulatory assets for 297 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of California.

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Foster Investment Consulting provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Foster Investment Consulting: assets under management

The assets under management (AUM) of Foster Investment Consulting LLC is $48.85 million. The firm's AUM has gone down by -77% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $7.68 million in discretionary accounts and $41.16 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $192.1 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $160.16 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Foster Investment Consulting LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Gardena

The principal office where Foster Investment Consulting LLC performs its advisory services is located at 1235 El Segundo Blvd., Gardena, CA 90247, 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 213-612-7667 or by fax 626-683-3022. The normal business hours are 8:00 am to 4:00 pm on Monday - Friday. You can find more information about the New York firm at www.diamondheritage.net.


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