Forefront Wealth Partners is a registered investment advisor founded in September 2021 and based in Austin, Texas. The firm provides tailored investment management, comprehensive financial planning, estate planning coordination, and cash management services to individuals, high-net-worth individuals, and businesses. Forefront Wealth Partners builds customized investment portfolios based on individual client needs, risk tolerances, and objectives, and may utilize third-party managers through turnkey asset management platforms. The firm's financial planning services cover a wide range of areas, including business planning, cash flow and debt management, college savings, divorce planning, employee benefits optimization, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, special needs planning, and tax planning. Additionally, Forefront Wealth Partners offers estate planning document coordination through online platforms and cash management solutions through partner financial institutions. Eric Negron serves as the Chief Executive Officer and Chief Compliance Officer.
Fee Structure
Forefront Wealth Partners charges an annual fee based on either the market value of the assets they manage for you or a flat annual fee. These fees are negotiable, prorated, and paid in advance on a monthly basis. Total fees charged for investment management will not exceed 3% of your portfolio per year.