Forward Thinking Wealth Management (FTWM) manages investment portfolios and offers financial planning on topics like retirement, risk management, college savings, and estate planning. FTWM also offers comprehensive financial planning for a monthly retainer, providing continuous access to a planner. FTWM may refer clients to outside managers for portfolio management services.
Fee Structure
Forward Thinking Wealth Management's standard advisory fee is an annual fixed fee based on the value of your portfolio, ranging from $10,000 to $30,000. This fee is negotiable based on factors such as the number of accounts, time spent working with the client, and the amount of assets managed. The fee is collected monthly.
When FTWM uses the services of an Outside Manager, the advisory fee does not include the Outside Manager's advisory fee. SEI's fees range between 0.20% to 1.25% and Brookstone Fees range from 0.20% to 0.40%.
