Forthright Partners offers investment advice tailored to clients' needs, including asset allocation strategies using various investment products. They also provide financial planning consulting services covering risk management, investment planning, estate planning, and financial organization. Forthright Partners offers employer-sponsored financial education to corporate clients and their employees, providing unbiased information and support on financial matters.
Assets Under Management$1.4M
Clients18
Advisors3
Avg. per Client$76K
Avg. per Advisor$450K
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Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
Consulting services are included in these fees for asset management services with the exception of unique circumstances that may require a separate agreement for financial planning services. Fees are negotiable at Forthright Partners' discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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