Advisor at Foothills Capital Management, LLC
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Firm
Foothills Capital Management, LLC
Location
Eagle, ID 83616
Credentials
Series 63, Series 65
Industry experience
21 years
Richard Marcoux is the principal of Foothills Capital Management, LLC in Eagle, Idaho, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Atlas Financial Advisors, Inc. and MetLife Securities Inc. Marcoux is also a licensed insurance agent and occasionally offers insurance products to clients. Foothills Capital Management provides portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm customizes investment programs based on client goals, time horizon, tax situation, and risk tolerance, employing a long-term trading approach that incorporates various analytical methods and diversified instruments.
Based on Foothills Capital Management, LLC
Based on Foothills Capital Management, LLC
Fixed fees for financial planning between $500 and $9,500; fixed fees for pension consulting between $2,500 and $10,000.
$1 - $249,999: 1.30% $250,000 - $499,999: 1.20% $500,000 - $749,999: 1.10% $750,000 - $999,999: 1.00% $1,000,000+: 0.80%
Supervised persons may accept commissions for insurance products sold to clients, but commissions are not the firm's primary source of compensation.
Hourly fees for financial planning and pension consulting between $100 and $500.
Fee-only: Financial planning fixed fees between $500 and $9,500; hourly fees between $100 and $500; Pension consulting fixed fees between $2,500 and $10,000; hourly fees between $100 and $500.
787 E. State St., Ste. 120
Eagle, ID 83616
California · Idaho · Nevada
Foothills Capital Management, LLC
2024 - Present (2 years)
Atlas Financial Advisors, Inc.
2018 - Present (8 years)
MetLife Securities Inc.
2013 - 2017 (4 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.
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.
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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