Forthright Family Wealth Advisory is an independent registered investment advisor that provides discretionary investment management and personalized wealth planning. Forthright takes a holistic approach to managing client portfolios, covering equities, fixed income, real assets, and alternatives based on individual risk tolerance and financial objectives. The firm utilizes various methods of analysis including charting, fundamental, technical, and cyclical research. Forthright specializes in working with individuals, high-net-worth and ultra-high-net-worth families, foundations, and businesses, tailoring its advisory services to meet specific goals and allowing clients to impose restrictions on certain securities or sectors.
Fee Structure
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, payment structures, and account minimums are negotiable based on portfolio complexity, advice needs, and meeting frequency. Family accounts can be aggregated.