Onward Advisors LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Onward Advisors manages investment portfolios for individuals, high net worth individuals, trusts, and pension plans. Onward Advisors builds customized investment strategies based on each client's goals, time horizon, and risk tolerance, purchasing a wide range of investments including stocks, bonds, mutual funds, exchange-traded products, and alternative assets. In addition to investment management, Onward Advisors offers financial planning and consulting services to help clients map out their financial goals, assess their current asset allocation, and establish investment strategies. Onward Advisors is principally owned by Wedbush Financial Services and maintains affiliations with Wedbush Securities.

Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is 2.00%. Fees vary and are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2 Advisors at this firm