Foster Victor - Investment Advisers

About Foster Victor

Foster Victor Wealth Advisors, LLC is an investment adviser headquartered in Greenville, South Carolina, and is one of the investment advisers in South Carolina. The firm reports $2.64 billion in regulatory assets under management and 42 employees. It describes itself as a boutique wealth firm serving successful families, entrepreneurs and professionals. The firm was founded on the view that traditional advisory models did not serve this segment of the market well and often leaned toward selling products. Its approach is holistic, with wealth coaches coordinating planning specialists and investment strategists. In-house legal and tax advisers work alongside each client's outside attorney, accountant or tax professional. The firm offers fee-based planning and says it has a fiduciary responsibility to act in clients' best interests. Planning work covers estate planning, including wills, powers of attorney and several types of revocable and irrevocable trusts, as well as strategies for business owners seeking to grow and protect enterprise value. Foster Victor is also listed in the Directory of US investment advisers.

Key Facts

Assets Under Management

$2.64B

Employees

42

SEC File Number

801-107775