Forthright Capital Advisory offers personalized investment management, ongoing financial planning, project-based financial planning, and hourly consulting. The firm builds customized investment portfolios or utilizes model portfolios tailored to each client's goals, time horizon, and risk tolerance, and may also recommend outside managers. For ongoing financial planning, clients work one-on-one with a planner to develop, implement, and monitor a comprehensive plan covering cash flow, debt management, employee benefits, estate planning, insurance, retirement, and tax strategies. Project-based planning and hourly consultations are also available for specific financial topics. The firm operates with a focus on passive investment management and Modern Portfolio Theory, helping clients navigate various life stages and financial needs.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.25% |
| $1.0M - $2.5M | 2.00% |
| $2.5M - $5.0M | 1.75% |
| $5.0M - $10.0M | 1.50% |
| $10M+ | 1.50% |
Fees for assets over $10,000,000 are negotiable. Model portfolios are charged an additional 0.15% annual fee. Accounts with balances over $1,000 also incur a $75 annual technology fee.