Forest Capital Operating Company provides investment advice to individuals, pension plans, trusts, estates, charitable organizations, and small businesses. Forest Capital helps clients determine their financial objectives, understand risk, identify financial problems, analyze portfolios, and manage cash flow. Forest Capital is a fee-only firm and does not sell products for commission. They offer discretionary and non-discretionary investment management.
Assets Under Management$140M
Clients155
Advisors2
Avg. per Client$920K
Avg. per Advisor$72M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1M+ | 0.60% |
Fees are negotiable. Fixed Income Bond Account fees: Up to $1,000,000: 0.60% per year, Greater than $1,000,000: 0.40% per year
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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