Forthright Finances offers financial planning and investment management services. They typically develop an initial financial plan over 4-6 meetings, assist with implementation, and offer regular check-ins. Financial planning covers retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. Investment management may be offered without financial planning in limited cases, but is generally discouraged.
Assets Under Management$25M
Clients52
Advisors1
Avg. per Client$470K
Avg. per Advisor$25M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1M+ | Included |
For accounts over $1,000,001, a flat $10,000 fee per year is charged. The annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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