Forvis Mazars Wealth Advisors offers comprehensive wealth management, financial planning, and investment management services for individuals, families, businesses, and institutional clients. Operating alongside its parent accounting firm, Forvis Mazars Wealth Advisors integrates portfolio management with wealth planning strategies, including retirement planning, tax planning collaboration, estate planning, and family office services. The firm designs customized portfolios using a mix of exchange-traded funds, mutual funds, individual bonds, stocks, and alternative investments, typically on a discretionary basis where the firm makes trades on the client's behalf without prior approval. Forvis Mazars Wealth Advisors emphasizes a long-term, globally diversified investment approach focused on controlling risk, expenses, and taxes.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $15.0M | 0.60% |
| $15.0M - $20.0M | 0.50% |
| $20.0M - $25.0M | 0.45% |
| $25M+ | 0.45% |
Fees are negotiable for accounts over $25,000,000. Employees and partners receive discounts. Minimum annual fee is $7,500.