Foundation Energy Management
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Learn more about Foundation Energy Management
Overview
Foundation Energy Management is a financial advisor firm that has its headquarters in Addison, Texas. Foundation Energy Management oversees $586.9 million in assets over nine client accounts, placing it among the larger firms in the United States by assets under management (AUM). Foundation Energy Management has a large group, including 10 financial advisors. Foundation Energy Management does not act as a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are defined as tradable fiscal assets like options, equities and bonds.
Foundation Energy Management manages all of the firm's client assets on a discretionary basis. Discretionary management is a structure in which transaction judgments for the client's account are made by a portfolio manager without needing the client's approval. The firm administers about $65.2 million in assets for every customer account. The average financial advisor at Foundation Energy Management manages fewer than one client account, placing it among the most personalized firms in the country.
The firm's central office is located at 5057 Keller Springs Road, Addison, Texas 75001. The company is permitted to provide services to investors throughout a number of states, including Colorado and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Foundation Energy Management by the Numbers
$586.9 million
120
9
$65.2 million
Fee Structure
Fees charged by financial advisors usually are based on which service is provided. Fees billed by Foundation Energy Management may include some blend of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
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
The company caters to pooled investment vehicles. Out of its nine clients, Foundation Energy Management's largest client group by number of accounts is pooled investment vehicles. None of the company's accounts are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* 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 Energy Management does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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