Forefront Wealth Partners (FWP) manages investment portfolios and offers financial planning services. FWP develops personalized investment plans based on client goals, risk tolerance, and time horizons. Financial planning covers retirement, risk management, college savings, cash flow, debt management, divorce, employee benefits, estate, and business planning. FWP may recommend third-party managers and cash management solutions.
Assets Under Management$240M
Clients572
Advisors28
Avg. per Client$420K
Avg. per Advisor$8.6M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.75% |
| $750K - $1.5M | 1.60% |
| $1.5M - $3.0M | 1.45% |
| $3M+ | 1.30% |
The annual fees are negotiable, prorated, and paid in advance on a monthly basis. Fees for third party asset managers are included in the above fee schedule. Total fees charged by both parties will not exceed 3% of assets under management per year.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
28 Advisors at this firm
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