Forsythe Wealth Management (FWM) provides tailored financial consulting and investment management services. FWM works with individuals, high net-worth individuals, families, and institutional clients. FWM's investment management services offer ongoing management of accounts with defined investment strategies. FWM also offers financial consulting services to create a plan to guide clients toward achieving specific financial goals.
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.