Forever Financial Advisors provides comprehensive financial planning and investment management to individuals, institutions, and small business owners. Operating as a fee-only firm led by Certified Financial Planner Annie McQuilken, the firm does not accept commissions or revenue from third parties, ensuring objectivity. Investment management services involve ongoing portfolio guidance, execution of your financial plan, and portfolio rebalancing using Modern Portfolio Theory with mutual funds and exchange-traded funds. Standalone financial planning is also available on a flat-fee basis for clients who do not need ongoing investment management. Forever Financial Advisors does not participate in any wrap fee programs and operates under a legal requirement to act in your best interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are billed quarterly in arrears. Subject to a minimum quarterly fee of $2,500. Fees may be negotiable.