Forge Capital offers discretionary and non-discretionary investment management alongside comprehensive financial planning. The registered investment advisor helps clients build customized portfolios, establish asset allocation strategies, and monitor investments based on personal goals, risk tolerance, and time horizons. In addition to portfolio management, Forge Capital provides financial planning services covering retirement income, taxes, estate preservation, cash flow, and risk management. Clients may also access optional performance-based fee programs or specialized strategies depending on eligibility. Forge Capital operates as a single-owner firm based in Sarasota, Florida.
Fee Structure
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% |
Fees are negotiable based on factors such as historical relationships, asset types, and anticipated future assets. Cash is included in fee calculations. Firm also offers an optional performance-based fee program consisting of a 0.50% annual management fee plus 20% of net gains above a high-water mark for qualified clients.