Forty4 Financial offers investment advisory services to individuals, high net worth individuals, trusts, estates, businesses, and retirement plans. Forty4 Financial provides customized investment solutions through personal contact and discretionary investment management. They construct portfolios using exchange-traded funds and mutual funds, and may use individual stocks. They also offer financial planning services covering investment, retirement, education savings, and charitable giving. Forty4 Financial may refer clients to other specialists like accountants and attorneys.
Fee Structure
Forty4 Financial's investment management fee ranges from 0.40% to 2.50% annually, based on the scope and complexity of services, the amount of assets managed, and the overall relationship. Fees are paid monthly. The firm may also negotiate a fixed annual fee. If the firm manages your retirement accounts through Pontera, Pontera will separately charge 0.30% annually, paid quarterly, in addition to Forty4 Financial's fee.