Forge Advisory LLC is a registered investment advisor founded in June 2026 and based in Temperance, Michigan, led by Dominic Pisanti. The firm offers ongoing portfolio management tailored to each client's individual goals, risk tolerance, and time horizon, utilizing strategies such as fundamental analysis, modern portfolio theory, and quantitative analysis. Forge Advisory has the authority to make trades in client portfolios without asking first. In addition to managing investments, the firm provides project-based financial planning covering retirement, insurance, taxes, college savings, and debt management. Forge Advisory limits its investment selections primarily to mutual funds, exchange-traded funds, equities, fixed income securities, real estate funds, annuities, and private placements. The founder also works as an independent insurance agent, which creates a potential conflict of interest when recommending insurance products. Forge Advisory requires clients to use Altruist Financial as their custodian.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.35% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are generally negotiable and may be discounted based on relationship complexity, assets, and other factors.