Wealth Forward Advisors (WFA) provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. WFA creates an investment plan and may use third-party investment advisors. WFA also offers financial planning services covering investments, insurance, taxes, retirement, college, and debt. WFA generally limits its investment advice to mutual funds, fixed income, real estate funds, insurance products, equities, hedge funds, private equity funds, ETFs, treasury inflation protected bonds, commodities, venture capital funds and private placements.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.95% |
| $500K - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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