Assets Under Management
$1.5B
Number of Clients
956
Number of Advisors
N/A
Average Client AUM
$1.5M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
Forte Capital LLC offers discretionary and non-discretionary investment management services based on individual client needs. They also provide financial planning services covering cash flow, retirement, and asset allocation. Consulting services are available for non-investment matters like estate and tax planning.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $9.0M | 0.65% |
| $9.0M - $15.0M | 0.50% |
| $15.0M - $30.0M | 0.40% |
| $30M+ | 0.40% |
Forte Capital, in its sole discretion, may charge a lesser investment management fee and/or reduce or waive its portfolio minimum based upon certain criteria.
400 Linden Oaks, Suite 310, Rochester, NY, 14625