Forrest Financial Services offers investment management based on clients' financial situations and goals, using mutual funds, exchange traded funds, stocks, and bonds. They also provide financial planning on topics like retirement, education savings, and estate planning. Tax planning services are also available. Clients make the final decisions on implementing any recommendations.
Assets Under Management$130M
Clients100
Advisors2
Avg. per Client$1.3M
Avg. per Advisor$64M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $200K | 0.95% |
| $200K - $350K | 0.89% |
| $350K - $600K | 0.81% |
| $600K - $1.0M | 0.73% |
| $1.0M - $2.0M | 0.64% |
| $2.0M - $3.0M | 0.59% |
| $3.0M - $5.0M | 0.55% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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