Forrest Financial Partners offers ongoing investment management and financial planning services. They work with clients to understand their financial needs, goals, and risk tolerance to create customized investment strategies. Services include cash flow analysis, tax planning, risk management, education planning, retirement planning, and business consultation. They also offer family office consulting and hourly consulting services.
Assets Under Management$27M
Clients20
Advisors2
Avg. per Client$1.3M
Avg. per Advisor$13M
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Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.25% |
| $750K - $1.5M | 0.85% |
| $1.5M - $3.0M | 0.65% |
| $3.0M - $10.0M | 0.45% |
| $10.0M - $250.0M | 0.25% |
| $250M+ | 0.20% |
Blended fee schedule. New money or increases in account values may be managed at lower rates, but the total values of assets in the earlier tiers continue to be managed at their initial higher rates.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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