Forrest Michael Leichtberg is a registered investment advisor operating as a sole proprietorship based in Santa Barbara, California. The firm offers comprehensive financial planning, non-discretionary investment advisory services, subscription-based financial planning support, and personal financial coaching. Financial planning covers cash flow and budgeting, net worth reviews, retirement planning, education funding, tax-aware strategies, insurance reviews, and estate planning considerations. Investment services involve evaluating client profiles and providing recommendations on asset allocation, diversification, exchange-traded funds, mutual funds, stocks, and bonds, with all final decisions and trade executions made by the client. The firm also provides non-discretionary portfolio management for institutional clients such as nonprofits, foundations, and small businesses, alongside educational workshops. The firm does not manage money with discretionary authority, does not take custody of client funds, and does not sell insurance or financial products for commissions.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees range from 0.25% to 1.00% of assets under management as a straight percentage applied to the entire account balance, billed in arrears. Fees are negotiable.