Forestview Financial Partners (FFP) offers portfolio management and financial planning services. FFP works with clients to understand their financial situation, goals, and risk tolerance, then creates an investment plan. FFP may use third-party investment advisors. FFP also offers pension consulting services to employee benefit plans. FFP has a $1,000,000 minimum for its Comprehensive Portfolio Management Service, which can be met by aggregating across all of a client’s household accounts. This minimum may be waived by FFP.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.65% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.25% |
Fees are negotiable. When Betterment is used as part of FFP’s Comprehensive Portfolio Management Services to a client, the annual fee schedule is as follows: - **First $1,000,000:** 0.85% per year (FFP: 0.65%, Betterment: 0.20%) - **$1,000,001 - $2,000,000:** 0.70% per year (FFP: 0.50%, Betterment: 0.20%) - **Over $2,000,000:** 0.45% per year (FFP: 0.25%, Betterment: 0.20%) FFP also offers Forestview Foundations Advisory Services, which uses Betterment LLC. The annual fee is 0.50% (FFP: 0.30%, Betterment: 0.20%).