Forness Financial offers customized investment solutions through personal contact and discretionary investment management. They create a portfolio strategy based on your goals, risk tolerance, and financial situation. Forness Financial primarily uses diversified mutual funds and exchange-traded funds, but may also use individual stocks and bonds. They also provide financial consulting services as part of their investment advisory services, including investment planning and retirement planning.
Assets Under Management$200M
Clients227
Advisors3
Avg. per Client$890K
Avg. per Advisor$68M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.25% |
Fees are negotiable and may differ by client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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