Wealth Forward offers investment management and financial planning services to individuals, families, and businesses. They provide financial plans covering investments, taxes, insurance, retirement, and estate planning. For investment management, clients can choose model portfolio accounts or individually managed accounts. Wealth Forward also offers retirement plan consulting services to plan sponsors.
Assets Under Management$230M
Clients367
Advisors2
Avg. per Client$620K
Avg. per Advisor$110M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.75% |
Fees are negotiable. Model Portfolio Accounts have lower fees: First $500,000: 1.00%, Next $500,000: 0.90%, Next $1,000,000: 0.80%, Over $2,000,000: 0.65%. There is a separate asset-based brokerage pricing program fee of 0.05% annually, charged by the custodian.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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