Onward Fi, LLC offers ongoing, one-on-one financial planning and investment management services. For a quarterly fee, clients receive both services, including a financial plan covering net worth, cash flow, insurance, retirement, college planning, and estate planning. Onward Fi manages investment portfolios based on individual client needs and risk tolerance. They primarily use passive investment management, building portfolios with diversified asset classes using index mutual funds or exchange-traded funds.
Fee Structure
Onward Fi offers combined investment management and financial planning for a single fee. The annual advisory fee is based on the value of your investments:
- $0 - $150,000: $1,500
- $150,001 - $550,000: 1.00%
- $550,001 and Above: $5,500
The fees are negotiable and charged quarterly. The minimum annual fee is $1,500 ($375 per quarter), and the maximum annual fee is $5,500 ($1,375 per quarter).