Forem Investments offers portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client to aid in selecting a suitable portfolio. Forem evaluates current investments and may recommend other professionals like lawyers or accountants. Clients can impose reasonable restrictions on their accounts.
Assets Under Management$56M
Clients39
Advisors2
Avg. per Client$1.4M
Avg. per Advisor$28M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $10.0M | 1.25% |
| $10.0M - $50.0M | 1.00% |
| $50M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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