Forward Financial provides investment management services, including hiring sub-advisors when appropriate. They also offer 401k consulting to existing clients. Financial planning services include general financial planning and business exit planning. Forward Financial may recommend third-party managers and receive referral fees.
Assets Under Management$78M
Clients88
Advisors1
Avg. per Client$890K
Avg. per Advisor$78M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...