Forge Financial Services offers investment advice through programs sponsored by LPL Financial, LLC. These programs include Manager Access Select (MAS), Optimum Market Portfolios (OMP), and Strategic Wealth Management Accounts (SWM). Forge helps clients determine suitable investment objectives and selects appropriate investment strategies. LPL Financial serves as the custodian and broker-dealer for these accounts. Forge's advice is tailored to each client's financial situation and investment goals.
Fee Structure
Forge Financial Services manages investments through LPL Financial's advisory programs. The annual fee is a percentage of your portfolio's value and is negotiable. The maximum fee is 1.50%. The fee may be structured on a tiered basis, with a reduced percentage rate based on reaching certain thresholds. Fees are deducted quarterly in advance. The fee includes advisory services and transaction execution.