Forthright Financial Services (FFS) offers investment management and financial planning services. FFS develops investment plans based on clients' goals and risk tolerance, primarily using stocks, bonds, mutual funds, and ETFs. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, retirement, and tax strategies. FFS also provides retirement plan consulting to employer plan sponsors and business consulting services to business owners.
Assets Under Management$2.2M
Clients24
Advisors1
Avg. per Client$90K
Avg. per Advisor$2.2M
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 | 0.60% |
| $1.0M - $10.0M | 0.45% |
| $10M+ | 0.35% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...