Forsythia Financial offers investment management and financial planning services. They help clients with investment management, setting financial goals, identifying financial problems, managing cash flow, tax planning, insurance review, education funding, retirement planning, and estate planning. Forsythia's investment management focuses on timing of investments and company research.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.75% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 0.75% |
Fees may be subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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