Wealth Forward Advisors offers ongoing portfolio management tailored to each client's individual goals, risk tolerance, and time horizon. Wealth Forward Advisors builds a personalized investment policy statement and constructs diversified portfolios using mutual funds, exchange-traded funds, equities, fixed income, real estate funds, and alternative investments. In addition to portfolio management, Wealth Forward Advisors provides financial planning covering retirement, taxes, insurance, debt, and college savings. Wealth Forward Advisors operates with a legal obligation to act in your best interest when providing advice. There is no account minimum required to work with Wealth Forward Advisors.
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 generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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