Forthright Family Wealth Advisory provides personalized investment advice and financial planning. Forthright works with clients to determine their risk tolerance and investment objectives, then creates an investment policy statement. Forthright manages investments and monitors accounts, considering market conditions, client objectives, and risk tolerance. Forthright also develops and manages private wealth plans.
Assets Under Management$200M
Clients62
Advisors1
Avg. per Client$3.3M
Avg. per Advisor$200M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $4.0M | 1.00% |
| $4.0M - $6.0M | 0.90% |
| $6.0M - $8.0M | 0.80% |
| $8.0M - $10.0M | 0.70% |
| $10.0M - $12.0M | 0.60% |
| $12.0M - $14.0M | 0.50% |
| $14.0M - $16.0M | 0.40% |
| $16.0M - $18.0M | 0.30% |
| $18.0M - $20.0M | 0.20% |
| $20.0M - $100.0M | 0.10% |
| $100M+ | 0.05% |
Fees, fee payment structure, and account minimums are negotiable depending on the complexity of the portfolio, the client’s need for additional advice, and the desired frequency of meetings. Forthright may negotiate fixed fees in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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