Forward Horizon Investment offers ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create an Investment Policy Statement for each client. Forward Horizon Investment generally limits its investment advice to fixed income securities, equities, ETFs and treasury inflation protected/inflation linked bonds, although they primarily recommend equities. The firm seeks to make investment decisions in the client's best interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are generally negotiable. Firm also offers performance-based fees to qualified clients: Option 1 is an annual fee of 1.00% of the value of your portfolio, plus 20% of any increase in value. Option 2 is an annual fee of 1.00% of the value of your portfolio, plus 25% of any increase in value above 6% per year.