Straight Forward Wealth Management provides investment advice and financial planning to individuals, high net worth individuals, and businesses. They offer asset management on a bundled fee basis, ERISA 3(21) fiduciary services for retirement plans, and financial planning services including full financial plans and consultations on specific topics.
Assets Under Management$33M
Clients205
Advisors2
Avg. per Client$160K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:$25K
Straight Forward Wealth Management offers asset management services, but the fees are disclosed in a separate document (Appendix 1 of the Wrap Program Brochure) not included here. Therefore, I cannot provide a summary of those fees.
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