Forrest Michael Leichtberg offers financial planning and investment advisory services. Financial planning includes cash flow analysis, retirement planning, and estate planning considerations. Investment advisory services involve evaluating your financial situation and providing investment recommendations. All investment decisions are made by you, and Forrest Michael Leichtberg does not have authority to execute trades without your approval.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees range from 0.25% to 1.00% of assets under management, charged as a straight (non-tiered) percentage applied to the entire account balance and billed in arrears.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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