Forza Wealth Management offers investment advice and financial planning to individuals, high net worth individuals, charitable organizations, small businesses, and corporations. Forza provides both discretionary and non-discretionary portfolio management services tailored to client's needs. Financial planning services range from broad-based to single-subject planning. Forza does not participate in wrap fee programs.
Assets Under Management$390M
Clients129
Advisors4
Avg. per Client$3M
Avg. per Advisor$98M
www.facebook.com/forzawealthmanagement ·www.linkedin.com/company/forza-wealth-management ·www.forzawealth.com
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.95% |
Advisory fee is negotiable depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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