Forest Tree Capital offers investment consulting services to investors with portfolios of at least $1 million. Forest Tree Capital analyzes the client’s existing financial portfolio and makes recommendations consistent with the client’s objectives, risk tolerance, situation, and constraints. Forest Tree Capital does not offer portfolio management services.
Assets Under ManagementN/A
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
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Fee Structure
Investment management only (planning not offered)
Hourly Rate:$250/hr
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Location
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