Old Forge Wealth Management provides investment advice and financial planning to individuals, high net worth individuals, trusts, estates, businesses, and retirement plans. Old Forge creates customized investment strategies using exchange-traded funds, mutual funds, individual stocks, and bonds. Financial planning services are offered separately and cover areas like investment planning, personal savings, education savings, and insurance needs. Old Forge also provides retirement plan advisory services.
Assets Under Management$71M
Clients215
Advisors1
Avg. per Client$330K
Avg. per Advisor$71M
Fee Structure
Minimum Investment:$350K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.90% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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