Forte Capital LLC
Assets Under Management
$1.5B
Number of Clients
956
Number of Advisors
N/A
Average Client AUM
$1.5M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Forte Capital LLC offers discretionary and non-discretionary portfolio management services tailored to individual client needs. They also provide financial planning services covering cash flow, retirement, and asset allocation. Additionally, they offer non-investment consulting on estate planning, tax planning, and insurance.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $9.0M | 0.65% |
| $9.0M - $15.0M | 0.50% |
| $15M+ | 0.40% |
Forte Capital may charge a lesser investment management fee and/or reduce or waive its portfolio minimum based upon certain criteria.
Fee Estimator
Investment management fees are based on a percentage of your assets under management, as detailed in the fee schedule. Financial planning services may be provided at no additional cost to discretionary investment management clients. Some non-discretionary clients may have a fixed fee arrangement, typically ranging from $250 to $500 per year. Hourly rates for professional personnel range from $150 to $250 per hour.
Areas of Practice
Location
400 Linden Oaks, Suite 310, Rochester, NY, 14625