Forefront Analytics, LLC
Assets Under Management
$573.0M
Number of Clients
262
Number of Advisors
4
Average Client AUM
$2.2M
AUM per Advisor
$143.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Forefront Analytics offers discretionary and non-discretionary wealth management, OCIO services, and investment advisory services. They manage assets for individuals, families, and institutions, recommending investments in alternative vehicles, ETFs, mutual funds, and individual securities. The firm also provides model portfolios to financial professionals and manages affiliated pooled investment vehicles.
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
Location
One Tower Bridge, 100 Front Street, Suite 1111, W. Conshohocken, PA, 19428