Foronjy Financial offers portfolio management based on individual client goals, pension consulting services, and financial planning covering investments, insurance, taxes, retirement, college, and debt. Foronjy Financial generally recommends managed ETF portfolios but may use other securities to diversify portfolios. Bryan Charles Foronjy is the principal owner.
Assets Under Management$280M
Clients187
Advisors3
Avg. per Client$1.5M
Avg. per Advisor$93M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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