Forward Wealth Management (FWM) manages investment portfolios and provides financial planning services. FWM creates personalized investment plans based on client objectives, time horizons, risk tolerance, and liquidity needs. Financial planning covers retirement, college savings, cash flow, employee benefits, estate planning, financial goals, and investment analysis. FWM offers the same services to all clients, but tailors plans to individual circumstances.
Assets Under Management$65M
Clients42
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$65M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $4.0M | 0.70% |
| $4M+ | 0.50% |
Fees are negotiable. For direct-to-participant 401k/Qualified Retirement Plan management, the annual fee is: First $2,500,000: 0.65%, Next $2,500,000: 0.50%, Over $5,000,000: 0.35%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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