Forged Path Wealth Advisors is a registered investment advisor located in New Jersey, founded in 2025 by Michael Saler. The firm provides personalized investment management and financial planning services to individuals and high net worth individuals. Forged Path Wealth Advisors builds tailored investment portfolios using stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents, and may also recommend independent third-party investment managers. In addition to investment management, the firm offers comprehensive financial planning covering retirement, tax strategies, estate planning, business consulting, cash flow, insurance, and risk management. Financial planning is available either as an ongoing service or through project-based engagements. The firm operates on a fee basis, charging either a percentage of the value of your portfolio for investment management or fixed fees for financial planning, and has no minimum account size requirement.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees are negotiable. For accounts over $5,000,000, fees are negotiated.