Pricing
One fee. No commissions. No hidden costs.
Everything included. $2,700/year minimum.
| Feature | Forward | DIY | ETFs & Mutual Funds | Robo Advisors | Traditional Advisors |
|---|---|---|---|---|---|
| Dedicated Financial Advisors | |||||
| Fiduciary Duty To You | |||||
| Mobile and Desktop Apps | |||||
| AI Advice Engine | |||||
| Always-Available Advice | |||||
| Unique Custom Portfolio | |||||
| Direct Indexing | |||||
| Proactive Tax Planning | |||||
| Designed For After-Tax Performance |
AUM stands for assets under management. If we manage $500,000 for you, the annual fee is $4,450 — that’s about $371/month. The fee is calculated daily and billed quarterly, so it adjusts automatically as your portfolio grows or shrinks.
Yes. Forward requires a $2,700 annual minimum, which translates to roughly $300,000 in managed assets. This ensures we can dedicate the time and attention your financial situation deserves.
None. No commissions, no trading fees, no setup fees, no account transfer fees. The 0.89% AUM fee covers everything: investment management, financial advice, tax strategy, and tax filing.
Your Forward team prepares and files your federal and state tax returns. Because they also manage your investments and financial plan, they catch opportunities that a standalone tax preparer would miss — like coordinating capital gains with Roth conversions or timing stock sales around your vesting schedule.
Yes. There are no contracts and no cancellation fees. If Forward isn’t the right fit, you can transfer your accounts at any time.