Investing Forever is a virtual registered investment advisor founded in 2019 and based in Port Saint Lucie, Florida. The firm specializes in comprehensive, ongoing financial planning combined with passive investment management using low-cost index funds and exchange-traded funds. Investing Forever focuses on a passive, efficient-market investment strategy designed to minimize turnover and tax impact. Clients receive personalized guidance covering retirement planning, tax strategies, cash flow management, college savings, insurance analysis, and estate planning support. Investing Forever primarily serves individuals, high-net-worth individuals, charitable organizations, and businesses.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $5.0M | 0.30% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.20% |
Accounts of $1,000,000 or less pay a flat quarterly fee of $2,250 instead of an asset percentage fee. Fees are negotiable.
