the value of fee only advisors

INVESTING IN INDEPENDENCE: THE VALUE OF FEE-ON ADVIS ORS Investment advisors all aim to assist clients in furthering their financial goals, but the philosophies they follow often vary. As a result, clients must understand the different approaches certain advisors are inclined to take before deciding which candidate is best qualified to address their unique needs. FUNDAMENL DIFFERENCES BROKERS FEE-ON ADVISORS interests FOSTER GROUP PHILOSOPHY ACADEMICAL SUPPORTED STTEGY TRUE PARTNERSHIP associated costs West Des Moines Oﬀice 6601 Westown Parkway, Suite #100 West Des Moines, IA 50266 515.226.9000 toll-free 800.798.1012 fax 515.224.4970 fostergrp.com Omaha Oﬀice 8901 Indian Hills Drive, Suite 300A Omaha, NE 68114 402.733.1700 PLEASE NOTE LIMITATIONS: Please see Important Advertising Disclosure Information and the limitations of any ranking/recognitions, at www.fostergrp.com/disclosures. A copy of our current written disclosure statement as set forth on Part 2A of Form ADV is available at www.adviserinfo.sec.gov. managing over a billion dollars

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INVESTING IN INDEPENDENCE: THE VALUE OF FEE-ONLY ADVISORS Investment advisors all aim to assist clients in furthering their financial goals, but the philosophies they follow often vary. As a result, clients must understand the different approaches certain advisors are inclined to take before deciding which candidate is best qualified to address their unique needs.

FUNDAMENTAL DIFFERENCES BROKERS

FEE-ONLY ADVISORS

interests

FOSTER GROUP PHILOSOPHY

ACADEMICALLY SUPPORTED STRATEGY

TRUE PARTNERSHIP

associated costs

West Des Moines Office 6601 Westown Parkway, Suite #100West Des Moines, IA 50266 515.226. 9000

toll-free 800. 798.1012 fax 515.224.4970 fostergrp.com

Omaha Office 8901 Indian Hills Drive, Suite 300A Omaha, NE 68114 402.733.1700

PLEASE NOTE LIMITATIONS: Please see Important Advertising Disclosure Information and the limitations of any ranking/recognitions, at www.fostergrp.com/disclosures. A copy of our current written disclosure statement as set forth on Part 2A of Form ADV is available at www.adviserinfo.sec.gov.

managing over a billion dollars

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