Onward Advisors provides investment advisory services to individuals and other clients. As a fiduciary, Onward is legally required to act in the client’s best interest. Onward offers asset management on a discretionary basis, meaning Onward can make investment decisions for your account. Onward also offers financial planning services, which include a personalized written financial plan that assesses a client’s current and projected financial situation and investment goals and establishes an investment strategy to seek to meet those goals and objectives.
Assets Under ManagementN/A
ClientsN/A
Advisors3
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee charged for asset management services. Fees vary and are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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