Forthright Capital Advisory (FCA) manages investment portfolios based on clients' individual needs and goals. FCA also offers project-based financial planning services covering retirement, risk management, college savings, and estate planning. FCA can also assist employer plan sponsors in establishing, monitoring and reviewing their company's participant-directed retirement plan.
Assets Under Management$65M
Clients636
Advisors20
Avg. per Client$100K
Avg. per Advisor$3.2M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.25% |
| $1.0M - $2.5M | 2.00% |
| $2.5M - $5.0M | 1.75% |
| $5.0M - $10.0M | 1.50% |
| $10M+ | 1.50% |
Fees negotiable for accounts over $10,000,001. FCA also charges all accounts with balances over $1,000 a $75 annual tech fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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