Forza Wealth Advisory Services LLC provides portfolio management services tailored to each client's goals, risk tolerance, and time horizon. Forza Wealth also offers financial planning services covering investment planning, insurance, tax, retirement, college, and debt/credit planning. Forza Wealth primarily recommends mutual funds but may use other securities to diversify portfolios.
Assets Under Management$960K
Clients4
Advisors1
Avg. per Client$240K
Avg. per Advisor$960K
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $250K | 1.10% |
| $250K - $500K | 0.95% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.5M | 0.65% |
| $2.5M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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