Forza Investment Advisory offers ongoing portfolio management based on individual client goals, objectives, time horizon, and risk tolerance. Forza creates an Investment Policy Statement for each client to aid in selecting a portfolio that matches their specific situation and needs. Forza also offers investment consultation services and advisor investment management services to unaffiliated investment advisors.
Assets Under Management$93M
Clients34
Advisors1
Avg. per Client$2.7M
Avg. per Advisor$93M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.95% |
| $500K - $1.5M | 0.85% |
| $1.5M - $4.0M | 0.75% |
| $4.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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