Foster Earl M Associates Inc (Miami)

Foster Earl M Associates Inc is a large advisory firm based in Miami. It manages $134.03 million of regulatory assets for 95 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, Massachusetts, and Texas.

Foster Earl M Associates provides portfolio management for individuals and small businesses, pension consulting services, and market timing services. 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 Earl M Associates: assets under management

The assets under management (AUM) of Foster Earl M Associates Inc is $134.03 million. The firm's AUM has gone down by -23% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $132.51 million in discretionary accounts and $1.52 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.41 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.52 million.

Fees & Commissions

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

Careers at Foster Earl M Associates Inc

Earl Masters Foster has been acting as President since 1 Mar 1999. Nancy Perez joined the executive team most recently as the Vice President/Senior Investment Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Earl Masters Foster	President/chief investment officer	1 Mar 1999	75% - 100%	2451898
Nancy Perez	Senior investment officer	1 Jun 2000	Other	4345087
Martha E Penichet	Compliance officer	1 Aug 2004	Other	4940143
Nancy Perez	Vice president/senior investment officer	1 Aug 2005	Other	4345087

Based in Miami

The principal office where Foster Earl M Associates Inc performs its advisory services is located at 7241 Sw 168 Th St., Miami, FL 33157, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.