Gregory Forsythe
Gregory Forsythe is a CFA-designated registered investment advisor at Forsythe Wealth Management, INC., based in Crown Point, IN, with 7 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 124 clients with $79M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $4.0M | 0.70% |
| $4M+ | 0.50% |
The investment management fee charged is subject to negotiation with each client based on the client’s characteristics and may differ from client to client. Legacy clients may be subject to a fee schedule that differs from the above stated fee schedule, based on the investment management agreement signed at time of engagement.
Fee Estimator
Location
1401 E Greenwood Ave, Suite 200, Crown Point, IN, 46307
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gregory is involved in several outside business activities, including being a board member for the Chicago Quantitative Alliance and the Crown Point Community Foundation, and president of Revelation Investment Research, Inc. He dedicates about a third of his time to Revelation Investment Research, Inc., which provides consulting services to institutional investors.
Employment History
Current Registrations
Forsythe Wealth Management, INC.
State Registrations4 states
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