Aft, Forsyth and Company provides investment advice and manages portfolios for individuals and trusts. The firm creates custom portfolios based on your risk tolerance, time horizon, and income needs. Aft, Forsyth and Company has the authority to make investment decisions for your account, including which securities to buy or sell, and which brokerage firm to use.
Assets Under Management$230M
Clients71
Advisors2
Avg. per Client$3.3M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.44% |
| $2.0M - $5.0M | 1.08% |
| $5M+ | 0.84% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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