Forefront Wealth Management provides investment management and financial planning services. Forefront works with clients to understand their financial goals and risk tolerance, then develops a customized investment policy. Forefront offers in-house discretionary portfolio management and may recommend third-party investment managers. Financial planning services include a review of a client's financial situation, cash flow analysis, and proposed asset allocation. Forefront also offers family office services.
Assets Under Management$250M
Clients127
Advisors3
Avg. per Client$1.9M
Avg. per Advisor$82M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.35% |
| $1.0M - $2.5M | 1.20% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.75% |
This tiered fee schedule may be based on cumulative household assets under management. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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