Old Forge Advisors offers investment management services tailored to each client's needs. The firm assesses each client's situation and develops a comprehensive investment strategy based on their goals and objectives. Old Forge Advisors offers discretionary investment management services and creates custom portfolios that are individually structured and developed to align with the client's goals, risk tolerance, and time horizon. The firm also offers qualified plan consulting services to employee benefit plans and their fiduciaries.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Old Forge Advisors reserves the right to customize client fee arrangements on a case-by-case basis.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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