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Fee Structure

Comprehensive Financial Planning and Investment Management

Fees are calculated at 1.00% annually of the first $1,000,000 in investable assets, 0.75% annually of the amount between $1,000,000 and $3,000,000, and .50% annually on assets above that amount. Fees are calculated and paid quarterly in arrears, directly from your investment accounts. There is a quarterly minimum fee of $1,500.

While Forever Financial does not enforce a minimum level of assets, this type of service is most appropriate for those clients with investments in excess of $600,000. The majority of our investment management clients fall between $1,000,000 and $10,000,000 in assets.


Financial Planning Only

When appropriate, Forever Financial will prepare a comprehensive financial plan without ongoing management. While the plan will include specific recommendations, the responsibility for implementation remains with the client. The fee for financial plan preparation only is 50% of the first year investment management fee, with a minimum fee of $4,000.


Other Fee Arrangements

While this fee structure covers the majority of situations, please feel free to call to discuss a fee arrangement appropriate to your unique circumstances.




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