Onward Financial Advising provides investment advice and financial planning to individuals. The firm offers investment management services, creating and managing portfolios based on clients' goals and risk tolerance. Financial planning services cover areas like business planning, cash flow, college savings, estate planning, insurance, retirement, and tax strategies. Onward Financial Advising may recommend outside managers for investment management.
Assets Under Management$6.6K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$6.6K
onwardfinancialadvising.com ·www.linkedin.com/in/brian-blakeman ·www.linkedin.com/company/onward-financial-advising
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.45% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.80% |
OFA may utilize an Outside Manager for all Clients with assets under management of $1,000,000 or less.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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