Foundation Resource Management, Inc
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Overview
Foundation Resource Management, Inc operates as a financial advisor firm headquartered in Little Rock, Arkansas. Foundation Resource Management, Inc manages $849.6 million in assets throughout 538 accounts, placing it among the bigger firms in the nation by assets under management (AUM). The firm has a small team, including 6 financial advisors. Foundation Resource Management, Inc is not a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer firm to do so. Securities are exchangable fiscal investments like options, stocks and bonds.
Foundation Resource Management, Inc manages all of the firm's client assets on a discretionary basis. Discretionary management means that an investment advisor has the discretion to make buy and sell decisions for the client's account without needing client permission. The advisory firm's typical account size is $1.6 million. The average advisor at Foundation Resource Management, Inc administers around 90 client accounts.
Foundation Resource Management, Inc's headquarters is located at 401 W. Capitol, Suite 503, Little Rock, Arkansas 72201. The firm is legally registered to provide services to clients across a few states, including Alabama, Arkansas, Louisiana and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Foundation Resource Management, Inc by the Numbers
$849.6 million
10
538
$1.6 million
Fee Structure
Fees for financial management typically vary depending on which services the firm provides the client. However, fees billed by Foundation Resource Management, Inc typically consist of the following fee structure: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Foundation Resource Management, Inc manages money for a broad range of clients. It provides services to retail investors, high net worth investors, pension plans, charitable organizations, insurance companies and corporations. Out of its 538 clients, Foundation Resource Management, Inc's biggest client type by number of accounts is high net worth investors, although it also serves 149 high-net-worth individuals. The SEC defines a high-net-worth individual as a person who has at least $750,000 in AUM or a net worth of at least $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its customers are from outside of the U.S.
- High-Net-Worth Individuals* - 64.5%
- Other Individuals - 18.61%
- Corporations - 7.79%
- Charitable Organizations - 9.09%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Foundation Resource Management, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Foundation Resource Management, Inc
Little Rock, AR
Little Rock, AR
Little Rock, AR
Little Rock, AR
Little Rock, AR
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