Aft, Forsyth and Company provides customized investment management services for individuals and trusts. The firm builds tailored portfolios using stocks, bonds, and exchange-traded funds based on each client's specific goals, risk tolerance, and time horizon. Aft, Forsyth and Company operates with full authority to make trades on your behalf without asking first. Larry Aft, who leads the firm, holds designations as a Certified Public Accountant and a Chartered Financial Analyst.
Assets Under Management$260M
Clients71
Advisors2
Avg. per Client$3.6M
Avg. per Advisor$130M
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 billed monthly based on month-end asset values and are subject to negotiation. Annualized rates are derived by multiplying the monthly rates by 12.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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