Forefront Asset Management offers financial planning and investment management services. They work with clients to create a financial outline and investment plan based on their goals and risk tolerance. Forefront manages investment portfolios on a discretionary or non-discretionary basis, investing primarily in mutual funds, ETFs, common stock, and exchange-traded products.
Assets Under Management$140M
Clients322
Advisors3
Avg. per Client$430K
Avg. per Advisor$46M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4M+ | 0.60% |
Portfolio management fees are generally non-negotiable, but Forefront may make exceptions or negotiate special fee arrangements at its discretion.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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