J.M. Forbes & CO. LLP
Assets Under Management
$1.4B
Number of Clients
1,021
Number of Advisors
8
Avg. Portfolio per Client
$1.4M
Avg. Managed per Advisor
$178.7M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
J.M. Forbes & Co. LLP offers investment advice and manages portfolios for individuals, trusts, estates, pension plans, charities, and corporations. They use a core investment style with a focus on capital preservation and risk-adjusted returns, balancing these objectives based on each client's specific needs and goals. The firm also offers estate planning, trust management, tax preparation, and real estate management services.
Fee Structure
Minimum Investment:$3M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.95% |
| $500K - $1.5M | 0.85% |
| $1.5M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.45% |
| $10.0M - $50.0M | 0.38% |
| $50M+ | 0.35% |
Fees are generally not negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax Planning
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Location
121 Mount Vernon Street, Boston, MA, 02108