Charles Herman is a registered investment advisor at Forefront Analytics, LLC, based in W. Conshohocken, PA, with 2 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 262 clients with $570M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Forefront Analytics' annual fee for separately managed accounts ranges from 0.49% to 1.50% of the value of your portfolio, depending on the complexity of services and administration. For unified managed accounts, the annual fee is up to 1.50%, including Forefront's portion and the financial professional's fee. Forefront also manages the Forefront Select Master Fund, charging up to 1.00% of the client's capital account annually, plus a performance allocation of 10% of net performance. Clients investing in SPV's will generally pay the General Partner an annual Management Fee and carried interest. Limited Partner’s may also be equipped to pay a one-time upfront fee equivalent to a percentage of their initial capital contribution.
Location
One Tower Bridge, 100 Front Street, Suite 1111, W. Conshohocken, PA, 19428
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Charles is an advisor on the Medical Device Advisory Panel for Covance Inc. (Labcorp) since 2017. He is also the founder of Bioventurion Pharmaceuticals since 2016, which specializes in the research and development of bioactive polymers and hybrid gel coatings.
Employment History
Current Registrations
Forefront Analytics, LLC
State Registrations1 state
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