Forth Capital (USA), LLC is an investment advisory firm based in Houston, Texas, founded in 2022. The firm primarily serves UK expatriates living in the United States who hold UK-based pensions, as well as other individuals seeking asset management and financial planning. Forth Capital helps clients navigate complex financial decisions such as transferring UK Defined Benefit or Defined Contribution pensions into self-directed arrangements like self-invested personal pensions, rolling over United States retirement accounts, and managing existing investment portfolios on a non-discretionary basis. The firm tailors its services to individual client goals, risk tolerances, and time horizons. In addition to investment advice, certain representatives may act as licensed insurance agents through an affiliated entity. Forth Capital operates as a fiduciary, meaning the firm is legally required to act in your best interest.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Ongoing asset management and pension management fees are up to 1.5% per year. US IRA rollover management fees are up to 2.0% per year. Initial pension transfer fees are up to 3% with a $5,000 minimum.