Advisor at Wealth Foundations Partners, LLC
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
Wealth Foundations Partners, LLC
Location
Saint Clairsville, OH 43950
Credentials
Series 63, Series 65
Industry experience
12 years
All Assets+: 1.38% - 1.40% (WFP Fee) + 0.10% - 0.12% (UX Wealth Partner’s Platform Fee), Total: 1.50% All Assets+: 1.33% (WFP Fee) + 0.17% (Castleview Partners, LLC Fee), Total: 1.50% $0 - $10,000,000: 0.65% $10,000,001 - $25,000,000: 0.45% $25,000,001 - $50,000,000: 0.25% $50,000,001+: 0.15%
Wealth Foundations Partners, LLC
2025 - Present (1 year)
Global View Capital Insurance LLC
2021 - 2024 (3 years)
Global View Capital Management, LLC
2021 - 2024 (3 years)
Global View Capital Advisors LLC
2020 - Present (6 years)
InTouch Insurance Group, LLC
2013 - Present (13 years)
InTouch Advisors, LLC
2013 - 2021 (8 years)
Gregg & Associates, LLC
2007 - Present (19 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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Is not active or affiliated with:
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Series 63, Series 65
St Clairsville, OH
Edward Jones
Series 66
St Clairsville, OH
Edward Jones
Series 63, Series 66
Wheeling, WV
Edward Jones
Series 63, Series 65
Wheeling, WV
Anthony Investment Management, Llc
CFP®, Series 66
Wheeling, WV
Fort Henry Capital, Llc
CFP®
St. Clairsville, OH
Appalachian Capital Management
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