Forestis Financial Analytics is a financial advisory firm that provides advice on securities portfolios. Forestis focuses on economic fundamentals and recommends exchange traded funds, mutual funds, bonds, and annuities. Portfolio design is tailored to each client's net worth, age, financial goals, and risk tolerance. Clients instruct Forestis to make trades.
Assets Under Management$21M
Clients29
Advisors1
Avg. per Client$730K
Avg. per Advisor$21M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.60% |
| $2M+ | 0.40% |
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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