Forsythe Wealth Management provides investment management and financial consulting services tailored to the specific goals of individuals, high-net-worth individuals, families, and institutional clients. The firm uses a risk-first approach to build portfolios, typically blending Capital Preservation and Capital Growth strategies based on each client's time horizon and risk profile. Forsythe Wealth Management offers discretionary and non-discretionary portfolio management, continuously monitoring and rebalancing securities holdings. Additionally, the firm provides financial consulting to help clients plan for specific objectives such as retirement, budgeting, tax-wise savings, and estate planning. Clients are eligible to receive a basic financial plan at no charge when engaging the firm for investment management services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $4.0M | 0.70% |
| $4M+ | 0.50% |
Fees are negotiable based on client characteristics. Legacy clients may be subject to different fee schedules.