Eric
Foster
Pya Waltman Capital, LLC
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About this Advisor
Eric Foster is a certified financial planner operating out of Knoxville, Tennessee with a total of 16 years of relevant experience. Foster is an advisor for Pya Waltman Capital, LLC. They have spent their complete employment at Pya Waltman Capital, Llc. Foster maintains a Series 63 license, which qualifies them as a securities representative, and is registered to operate in Tennessee. Pya Waltman Capital, LLC is a business based in Knoxville, TN. It administers $864 million in total assets among its 1,126 client accounts, making it one of the bigger investment advisory firms in the nation by assets under management. The firm provides services to two charities and foundations. Of its 1,126 client accounts, 42% are held by high-net-worth investors who have at least $1 million in assets. The firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees usually depend on the services provided. However, fee types charged by Pya Waltman Capital, LLC likely consist of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pya Waltman Capital, LLC Brokerage Details
$864,023,350
14
1,126
$767,339
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Eric Foster Work History
Eric has been registered as a financial advisor for 16 years.*
Pya Waltman Capital, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Eric Foster to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Pya Waltman Capital, LLC
Knoxville, TN
Knoxville, TN
Knoxville, TN
Knoxville, TN
Knoxville, TN
Knoxville, TN
Knoxville, TN
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
