MarketForce, LLC offers investment advisory services to individuals, focusing on securities registered in the United States, including stocks, bonds, and mutual funds. MarketForce adjusts investment allocations based on each client's goals. Clients can place restrictions on investments, though they generally do not. Accounts are reviewed at least quarterly.
Assets Under Management$71M
Clients21
Advisors1
Avg. per Client$3.4M
Avg. per Advisor$71M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be reduced or waived at the discretion of MarketForce.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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