Fifth Force Management is a family office investment advisor providing investment management and financial planning services. They manage portfolios on a discretionary basis, using a tactical allocation strategy. Financial planning services include portfolio customization, investment strategies, retirement planning, tax optimization, cash flow analysis, estate planning, and asset protection strategies. They also offer family office services like bookkeeping and family governance for separate fees.
Assets Under Management$380M
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$190M
Fee Structure
Minimum Investment:$50M
Planning is included in investment management
Minimum Annual Fee:$600,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.30% |
Fees may be negotiable. For clients invested in private placement securities, client will pay a negotiated fixed fee plus a performance fee of up to 20% of the profit from investments sourced by Fifth Force.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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