Forward Financial Planning provides financial planning services tailored to individual needs, covering areas like cash flow, college savings, employee benefits, estate planning, financial goals, investment analysis, retirement planning, risk management, and tax strategies. Forward also offers investment portfolio management services, managing investments on a discretionary basis. Additionally, they offer a 2-hour Move Forward DIY session to answer specific financial questions.
Assets Under Management$3.3M
Clients9
Advisors1
Avg. per Client$370K
Avg. per Advisor$3.3M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fee is negotiable at Forward's discretion.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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