Forma Financial Planning (FFP) offers wealth management services, including investment management and financial planning. FFP develops personalized investment plans based on clients' goals and risk tolerance, primarily advising on stocks, bonds, mutual funds, and ETFs. Clients grant FFP authority to make trades. FFP also provides financial planning, covering areas like business planning, cash flow, college savings, estate planning, insurance, retirement, and tax strategies. FFP may recommend third-party professionals but does not receive compensation from them.
Assets Under Management$47M
Clients29
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$47M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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