Forth Capital (usa), LLC
Assets Under Management
$9.5M
Number of Clients
19
Number of Advisors
4
Average Client AUM
$502K
AUM per Advisor
$2.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Forth Capital (USA), LLC offers financial planning and investment advisory services tailored to client-specific needs. They primarily serve UK expatriates in the USA with UK-based pensions, offering services like financial planning, UK pension planning, and asset management. Services are non-discretionary, requiring client approval before any action. They also provide advice on IRA rollovers, emphasizing fiduciary responsibility and client best interests.
Fee Structure
Financial planning fees range from $2,000 to $10,000, depending on complexity and advisor time. Hourly consulting is available at up to $500 per hour. For UK pension transfers, an initial fee of up to 3% of the transferred assets applies, with a minimum of $5,000. Ongoing asset management fees are up to 1.5% annually. Fees for US-based assets (IRA rollovers) are up to 2% per annum. Note that total fees, including third-party charges, can exceed 3%.
Areas of Practice
Location
1334 Brittmoore Road, 2339, Houston, TX, 77043