Forté Asset Management offers investment management services to individuals, trusts, estates, charitable organizations, corporations, and other business entities. Forté creates a portfolio strategy based on each client's investment goals, risk tolerance, and financial situation. Forté constructs investment portfolios using exchange-traded funds, open-end mutual funds, individual stocks, individual bonds, and closed-end mutual funds. Financial planning and consulting services are provided as part of the investment management services.
Assets Under Management$320M
Clients60
Advisors1
Avg. per Client$5.3M
Avg. per Advisor$320M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | Included |
Standard asset-based fee schedule typically ranges from 0.15% to 0.90% annually, depending on assets under management, account complexity, and services provided. Fees are negotiable at Forté’s discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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