Foster Victor Wealth Advisors

Foster Victor Wealth Advisors, LLC, a registered investment adviser established in 2016, offers financial planning, consulting, and investment management services. The firm manages assets totaling $1,243,196,000, with $980,735,000 under discretionary management. Clients have control over decisions and are not obligated to act on recommendations. Investment portfolios are diversified across various asset classes based on client goals and risk tolerance. The firm primarily allocates assets among mutual funds, ETFs, and individual securities. Clients may also invest in privately placed securities. Foster Victor Wealth Advisors charges fees based on assets under management, with rates varying depending on the investment type. The firm may recommend clients maintain accounts at Schwab for custody and brokerage services. Clients receive regular account reviews and statements, and the firm may exercise investment discretion and vote proxies on behalf of clients. The firm has not been involved in any material legal or disciplinary events. Clients are encouraged to review the firm's Proxy Voting Policies and Procedures for information on voting client securities. Foster Victor Wealth Advisors does not require a minimum portfolio value but has specific requirements for managing certain accounts. The firm does not disclose financial information as it meets all regulatory requirements. For more details, visit www.fostervictor.com.