F
Foresight Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$5,228,125
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
6
67% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
6
Average account size
$871,354
About
Foresight Advisors is a state-registered independent investment adviser that provides fee-based investment advisory and financial planning services to individuals, trusts, foundations, non-profits and pension and profit-sharing plans. The firm states it has no account minimums and typically implements client strategies by recommending and referring clients to unaffiliated subadvisors.
After establishing objectives and a plan, Foresight selects one of its designated subadvisors to implement portfolios composed primarily of mutual funds and exchange-traded funds, with strategies that rely on Modern Portfolio Theory metrics and passive, asset-class exposures. The firm does not execute client trades itself but retains discretionary authority to add or replace subadvisors, conducts due diligence, and provides ongoing client monitoring and tailored planning advice.
Compared with many small independent advisers, Foresight’s acceptance of pension and profit-sharing plan clients is a notable distinction, and its business model emphasizes advising through third-party money managers rather than in-house trading. The firm also provides non-investment family business management consulting through its principal, reports roughly $5.46 million in discretionary assets, and states it does not take custody of client funds.
Client services
Financial planning
Portfolio management
Expertise
Passive / index investing
Fee options
$0 - $100,000: 2.50% $100,000 - $300,000: 2.25% $300,000 - $1,000,000: 2.00% $1,000,000 - $5,000,000: 1.75% $5,000,000+: 1.50%
$450 per hour, negotiable in advance
Main office location
Foresight Advisors
New York City NY, United States
Number of offices
1
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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