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Updated September 28, 2026. Quick answer: Foster Group does not publish a minimum dollar amount to open a CoreWealth account. Instead, it enforces a $2,400-a-year minimum fee for the CoreWealth program (billed $600 a quarter), which becomes the real floor for smaller balances once the percentage schedule alone would charge less than that.
The minimum, in the firm’s own words
Foster Group’s own Form ADV Part 2A brochure states no minimum account size, but does disclose a $2,400-a-year minimum fee for the CoreWealth program (billed $600 a quarter), which becomes the real floor for smaller balances once the percentage schedule alone would charge less than that.
Minimum investment and what it would cost
| Program | Minimum investment | Annual fee at that minimum | Waivable? |
|---|---|---|---|
| CoreWealth | No published minimum account size | $2,400-a-year minimum fee for the CoreWealth program (billed $600 a quarter) | N/A (fee floor, not account-size minimum) |
| Source: Form ADV Part 2A, March 25, 2026 | |||
Foster Group’s own fee schedule at other balances
| Account balance | Annual fee |
|---|---|
| $250,000 | $2,400 |
| $500,000 | $4,500 |
| $1,000,000 | $9,000 |
| $2,000,000 | $18,000 |
What else to know
Foster Group states no dollar account-size minimum anywhere in its brochure for any of its four tiers; instead each tier carries its own minimum QUARTERLY FEE: CoreWealth’s is $600 a quarter ($2,400 a year), SignatureWealth’s is $2,500 a quarter ($10,000 a year), and SelectWealth’s is $15,000 a quarter ($60,000 a year). “Advisor, in its sole discretion, may reduce or waive its fee or waive or reduce its aggregate account minimum based upon certain criteria for individual clients,” so the $2,400 floor above is itself waivable, but no unwaived dollar figure below it is ever disclosed.
What a larger account would cost
The minimum is only the entry point. On a $500,000 account, Foster Group’s own published fee schedule runs $4,500 a year; see the full dollar breakdown from Foster Group’s own fee disclosure across several account sizes. Read our full review of Foster Group before you decide.
Already a client and thinking about the minimum a different way, like whether you could get a better deal elsewhere? See how much it costs to leave Foster Group, or read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
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- Form ADV Part 2A (March 25, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1025669
- SEC Investment Adviser Public Disclosure, Foster Group, Inc. (CRD #107148): https://adviserinfo.sec.gov/firm/summary/107148
- Foster Group, Inc., SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/107148/PDF/107148.pdf
Methodology. This page was built September 28, 2026, quoting directly from Foster Group’s own current Form ADV Part 2A / wrap-fee brochure, with the source linked above. The annual-fee-at-the-minimum figure applies that same brochure’s own published fee schedule to the disclosed minimum dollar amount; any distinction we could not independently confirm this session is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice, and it is not a substitute for reading the firm’s own Form ADV Part 2A. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
How much do you need to open an account? Compare the minimum investment at 128 advisory firms, each taken from the firm’s own Form ADV Part 2A brochure.