Forge Financial Services, operating under Bernard Meehan, provides investment advisory services where they have the authority to make trades on your behalf. They aim to recommend investments that align with your financial goals and risk tolerance. Fees range from 0.50% to 1.40% annually, billed quarterly. Consultative work is also available at an hourly rate.
Assets Under Management$7.1M
Clients36
Advisors1
Avg. per Client$200K
Avg. per Advisor$7.1M
Fee Structure
Investment management only (planning not offered)
Forge Financial charges between 0.50% and 1.40% of your account value annually for investment advice and management. The exact percentage depends on the size of your account, with slightly lower rates for larger accounts. These fees are negotiable. You'll be billed quarterly based on your account value at the end of the previous quarter.
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