Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Forefront's fees may include hourly, fixed, AUM-based, or performance-based fees, and are negotiable. SMA asset management fees range from 0.49% to 1.50%. Investment consulting fees range from $75,000 to $650,000 on a fixed fee basis and/or $185 to $1,300 on an hourly basis. Clients investing in affiliated private funds may incur layered fees at both the portfolio and fund levels. The firm may waive or reduce fees for supervised persons. Forefront provides investment advisory services for an annual fee of up to 1.50%.
Areas of Practice
Advisor Information
Office location
One Tower Bridge, 100 Front Street, Suite 1111, W. Conshohocken, PA, 19428
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Charles is an advisor on the Medical Device Advisory Panel for Covance Inc. (Labcorp) since 2017. He is also the founder of Bioventurion Pharmaceuticals since 2016, which specializes in the research and development of bioactive polymers and hybrid gel coatings.