Forest Hill Financial Advisory Group offers investment management and financial planning services. Investment management involves creating and managing portfolios with stocks, bonds, ETFs, and other investments tailored to client goals. Financial planning includes retirement, estate, tax, education, and business planning. Forest Hill acts as a fiduciary, meaning they are legally required to act in your best interest.
Assets Under Management$20M
Clients19
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$20M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.50% |
| $50K - $250K | 1.25% |
| $250K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5M+ | 0.70% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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