Fordham Financial Services provides portfolio management, financial planning, and tax and general consulting services tailored to individual client needs. Fordham Financial Services develops a financial outline and investment plan based on the client's financial circumstances, goals, and risk tolerance. The firm manages investment portfolios on a discretionary basis.
Assets Under Management$25M
Clients41
Advisors1
Avg. per Client$600K
Avg. per Advisor$25M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M+ | 1.00% |
Fees negotiable for accounts over $2,500,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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