Forever Financial Advisors offers financial planning and investment management services to individuals, institutions, and small business owners. As a fee-only firm, Forever Financial Advisors only receives compensation from its clients, ensuring objectivity. Financial planning involves understanding a client's situation and creating a tailored plan. Investment management includes ongoing advice and portfolio management.
Assets Under Management$53M
Clients42
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$53M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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