Rachel Ann Rasmussen
Investment Adviser Representative at FOSTER & MOTLEY INC
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| Wealth Management - First $2M | 1.00% |
| Wealth Management - Next $3M | 0.75% |
| Wealth Management - Next $5M | 0.50% |
| Wealth Management - Above $10M | 0.25% |
| Institutional - First $1M | 1.00% |
| Institutional - Next $3M | 0.75% |
| Institutional - Next $6M | 0.50% |
| Institutional - Above $10M | 0.25% |
Firm-stated minimum; may be waived at the firm's discretion.
FOSTER & MOTLEY INC Form ADV Part 2A (Item 5), most recent annual amendment.
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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