Forefront
Assets Under Management
$239.8M
Number of Clients
572
Number of Advisors
21
Average Client AUM
$419K
AUM per Advisor
$11.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Forefront (FWP) offers investment management services, including the use of third-party managers. They also provide financial planning and consulting services covering retirement, risk management, college savings, cash flow, debt management, divorce, employee benefits, estate and business planning, and special needs planning.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $750K | 1.75% |
| $750K - $1.5M | 1.60% |
| $1.5M - $3.0M | 1.45% |
| $3M+ | 1.30% |
Fees are negotiable.
Fee Estimator
Investment management fees are based on a percentage of your assets under management, billed monthly in advance. Financial planning fees range from $150 to $1,000 per hour or $2,500 to $100,000 as a fixed fee, depending on the scope of service. Estate planning coordination fees range from $300 to $10,000. Flourish Cash and StoneCastle Cash Management accounts incur an annual admin/service fee of 0.15%.
Areas of Practice
Location
7500 Rialto Blvd, Bldg 1 Suite 250, Austin, TX, 78735
