Investing Forever provides financial planning and investment management services. Financial planning covers cash flow, college savings, employee benefits, estate planning, financial goals, insurance, retirement, life planning, risk management, and tax strategies. Investment management involves creating a portfolio based on your goals and risk tolerance. They also offer a service for accounts held away from their recommended custodians, such as 401(k)s.
Assets Under Management$15M
Clients22
Advisors1
Avg. per Client$670K
Avg. per Advisor$15M
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Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $5.0M | 0.30% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.20% |
The annual fees are paid quarterly in arrears based on the last day of the previous quarter. Fees are negotiable. The advisory fee is a blended fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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