Forward Financial Planning provides ongoing and project-based financial planning, as well as investment management services to clients engaged in ongoing financial planning. Investment management is not offered as a standalone service unless otherwise agreed. The firm requires new clients to first develop a personal financial plan to understand their financial situation and goals. This initial plan is a prerequisite for ongoing services unless an exception is made.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Investment management is only offered to clients utilizing Ongoing Financial Planning Services. For all clients engaged in both services, Ongoing Financial Planning will be included at no additional cost. At no point will the combined fee charged to the Client exceed 2% of assets under management.
