ForthRight Wealth Management offers investment advice and financial planning to individuals, high net worth individuals, trusts, estates, charitable organizations, and businesses. ForthRight acts as a fiduciary, meaning they are legally required to act in your best interest. Services include creating investment strategies, managing assets, and financial planning, which covers cash flow, investments, retirement, insurance, and education. Financial planning is typically offered in conjunction with investment management, not as a standalone service.
Assets Under Management$660M
Clients527
Advisors6
Avg. per Client$1.3M
Avg. per Advisor$110M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.90% |
| $500K - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.25% |
| $5.0M - $10.0M | 0.20% |
| $10M+ | 0.15% |
Certain legacy clients may be billed under a different fee structure.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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