Forester Capital Management specializes in managing investments for investment companies, institutions, and high-net-worth clients. They focus on large-cap value, absolute return, and international equity portfolios. They use a four-step investment selection process, focusing on companies with solid balance sheets and growth potential. Accounts are managed on either a discretionary or non-discretionary basis, depending on the client's preference.
Assets Under Management$2.9M
Clients1
AdvisorsN/A
Avg. per Client$2.9M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$15M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.90% |
| $10.0M - $30.0M | 0.80% |
| $30M+ | 0.80% |
Fees are negotiable for amounts over $30 million. International Equity Accounts are charged 1.35% annually. Large Cap Equity and Balanced Accounts (Mutual Funds) are charged 0.90% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
0 Advisors at this firm
No advisors found for this firm.