Forward Investment Advisors offers personalized investment management and financial planning services. They work with individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. Forward provides advice on financial goals, investment management, education funding, and retirement planning. They are a fee-only firm, meaning they don't accept commissions.
Assets Under Management$54M
Clients161
Advisors1
Avg. per Client$340K
Avg. per Advisor$54M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 0.80% |
| $1.0M - $3.0M | 0.60% |
| $3M+ | 0.40% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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