Forbes Financial Planning (FFP) provides investment advice to individuals, high net worth individuals, trusts, estates, and retirement plans. FFP offers both comprehensive financial planning and investment management services. Financial planning involves creating a plan based on your goals. Investment management involves ongoing advice and management of your investments, primarily in mutual funds and exchange-traded funds. FFP can also manage assets held away at other custodians through Pontera.
Assets Under Management$200M
Clients867
Advisors1
Avg. per Client$230K
Avg. per Advisor$200M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5M+ | 0.75% |
The annualized fee excludes brokerage costs such as commissions, markups, markdowns, ticket charges, and underlying mutual fund expenses. Fees for related accounts may be negotiable for purposes of calculating assets under management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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