Forth Capital (USA) provides financial planning and investment advice, primarily to UK expatriates living in the US who have UK-based pensions. Forth Capital tailors its advice to each client's needs, considering their financial situation, goals, and risk tolerance. Investment advisory services are offered on a non-discretionary basis, meaning Forth Capital will obtain client approval before taking any action. Some advisors are also licensed insurance agents.
Assets Under Management$9.5M
Clients19
Advisors4
Avg. per Client$500K
Avg. per Advisor$2.4M
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Fee Structure
Minimum Investment:$250K
Minimum Annual Fee:$5,000
Forth Capital (USA) charges fees for managing assets, including UK pension transfers and US-based assets.
- UK Pension Transfers (DB or DC): An initial fee of up to 3% of the transferred assets (minimum $5,000) plus an annual ongoing management fee of up to 1.5% of the asset value.
- US Based Assets (IRA Rollover): Up to 2% per year based on the value of the assets.
- Asset Management Services: Up to 1.5% per year of the assets managed.
These fees are taken directly from the policy or account. Additional fees may apply from third-party managers, custodians, or for specific transactions.
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