Forge Capital provides investment management services on both a discretionary and non-discretionary basis. Forge Capital may hire sub-advisors to manage client assets. The firm also offers financial planning services, including reviews of wills, estate plans, trusts, investments, taxes, qualified plans, insurance, retirement income, Social Security, and college planning.
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 | 0.50% |
| $500K - $1.0M | 0.50% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
The annual fee is negotiable based upon certain criteria. Forge Capital also offers a performance-based fee structure: 0.50% per year (0.125% per quarter) plus 20% of the net gains above the account’s high-water mark, billed annually in arrears.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...