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.
Assets Under Management$1.4B
Clients1,021
Advisors8
Avg. per Client$1.4M
Avg. per Advisor$180M
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
—
Loading...