Forecast Capital Management offers financial planning and investment management services. They manage investment portfolios using exchange-traded funds, options, mutual funds, and individual equity securities. Forecast Capital Management uses a Risk Assessment Questionnaire to determine a client's risk tolerance and investment objectives. They may create alternative investment portfolios for qualified investors. Clients can impose reasonable restrictions on their investments.
Assets Under Management$110M
Clients191
Advisors3
Avg. per Client$560K
Avg. per Advisor$36M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1.0M - $2.5M | 1.35% |
| $2.5M - $5.0M | 1.20% |
| $5.0M - $10.0M | 1.05% |
| $10M+ | 0.90% |
Fees are negotiable on a case-by-case basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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