Onward Advisors LLC
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
3
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Onward Advisors LLC provides investment advisory services, including discretionary asset management and financial planning & consulting. They manage accounts based on client goals and objectives, and may recommend third-party sub-advisers. Financial planning includes analysis of investment objectives, financial goals, and risk tolerance.
Fee Structure
Asset management fees are negotiable, with a maximum annual fee of 2.00%, billed quarterly. Financial planning services are charged on an hourly basis (maximum $250/hour) or a flat fee basis ($500 to $100,000), depending on the scope and complexity. A minimum account balance of $100,000 is generally required for asset management, but is negotiable. A minimum fee of $500 is assessed for written financial plans.
Areas of Practice
Location
1000 Wilshire Boulevard, Suite 900, Los Angeles, CA, 90017