Fourward Capital offers discretionary investment management using three strategies: Four Seasons, Business Owner, and High-Growth. These strategies are tailored to individual client needs and may include individual stocks, bonds, and exchange-traded funds (ETFs). Fourward Capital gathers client information to determine suitability and updates it annually. The firm does not participate in wrap fee programs.
Assets Under Management$3.3M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$3.3M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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