Charles Herman is a registered investment advisor at Forefront Analytics, LLC, based in W. Conshohocken, PA, with 3 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management. Their firm serves 147 clients with $680M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fee for separately managed accounts varies between 0.49% and 1.50% depending on asset value, complexity, and administrative services. Affiliated pooled investment vehicles charge up to 1.00% annually plus up to a 10% performance allocation.
Fee Estimator
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.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
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
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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