Forward Financial Advisors provides investment management based on individual client goals and risk tolerance. Services include creating an investment policy, asset allocation, and regular portfolio monitoring. FFAL also offers financial planning covering investments, insurance, taxes, retirement, college, and debt/credit. FFAL generally limits its investment advice to mutual funds, fixed income securities, insurance products including annuities, equities and ETFs.
Assets Under Management$23M
Clients40
Advisors1
Avg. per Client$570K
Avg. per Advisor$23M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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