Fresh Forward Financial Planning provides investment management and financial planning services. Financial planning covers areas like business planning, cash flow and debt management, college savings, employee benefits, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning. Financial planning is offered on a project basis or ongoing. Fresh Forward may recommend Outside Managers to assist with investment management.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1M+ | 0.70% |
Fees are negotiable. If Fresh Forward utilizes an Outside Manager, total advisory fees charged by Fresh Forward and the Outside Manager will not exceed 2% of assets under management per year.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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