Advisor at Foresight Capital Management Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Foresight Capital Management Advisors, Inc.
Location
Saline, MI 48176
Credentials
CFP®
Industry experience
3 years
Dillon Schroeder is a CFP® professional with three years of experience at Foresight Capital Management Advisors, Inc. He has worked exclusively with the firm since 2020 and has prior experience in education and hospitality. Foresight Capital Management Advisors, Inc. provides investment management, consulting, financial planning, and retirement plan advisory services to institutional clients and high net worth individuals. The firm emphasizes retirement plan participant education alongside portfolio management, using mutual funds, model portfolios, and third-party managers to implement asset allocation targets.
Based on Foresight Capital Management Advisors, Inc.
Based on Foresight Capital Management Advisors, Inc.
Flat fees may be negotiated for consulting services; initial setup fee of $250-$500.
$0 - $1 million: 1.00% $1 million - $2 million: 0.80% $2 million - $3 million: 0.75% $3 million - $4 million: 0.70% $4 million - $5 million: 0.65% $5 million - $6 million: 0.55% $6 million - $7 million: 0.50% $7 million - $8 million: 0.45% $8 million - $9 million: 0.40% $9 million - $10 million: 0.35% $10 million - $11 million: 0.30% $11 million+: Negotiable
Hourly rates range between $30 and $475 depending on the scope of the engagement.
Account minimum: $25,000 Minimum fee: Initial non-refundable setup fee of $250-$500 Fee-only: FCMA is a fee-only advisor and does not receive compensation attributable to the sale of securities or other forms of compensation.
1205 Industrial Drive
Saline, MI 48176
Michigan · Ohio
Foresight Capital Management Advisors, Inc
2023 - Present (3 years)
Foresight Capital Management Advisors, Inc
2021 - 2022 (1 year)
Foresight Capital Management Advisors, Inc
2020 - 2021 (1 year)
Eastern Michigan University
2019 - 2021 (2 years)
Bedford Hills Golf Course
2019 - 2019 (1 year)
Eastern Michigan University
2017 - 2019 (2 years)
Bedford Senior High School
2017 - 2017 (1 year)
The Village Inn Pizzeria
2016 - 2017 (1 year)
Bedford Senior High School
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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