Patrick Tucci is a CFA-designated registered investment advisor at Forefront Analytics, LLC, based in W. Conshohocken, PA, with 3 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 262 clients with $570M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Forefront Analytics' annual fee for separately managed accounts ranges from 0.49% to 1.50% of the value of your portfolio, depending on the complexity of services and administration. For unified managed accounts, the annual fee is up to 1.50%, including Forefront's portion and the financial professional's fee. Forefront also manages the Forefront Select Master Fund, charging up to 1.00% of the client's capital account annually, plus a performance allocation of 10% of net performance. Clients investing in SPV's will generally pay the General Partner an annual Management Fee and carried interest. Limited Partner’s may also be equipped to pay a one-time upfront fee equivalent to a percentage of their initial capital contribution.
Location
One Tower Bridge, 100 Front Street, Suite 1111, W. Conshohocken, PA, 19428
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Forefront Analytics, LLC
Previous Registrations
Gkfo, LLC
State Registrations1 state
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