0.89% a year on the assets we manage. Fee-only, no lock-up.
Annual fee0.89%
What it covers.
Your Personalized Index, built and rebalanced
Your transition plan, in writing and revisited
Daily loss harvesting
A person, start to finish
Your annual tax report
Terms.
EligibilityPositions of $250,000 or more in one public stock, in a taxable account.
Minimum annual fee$2,700, billed quarterly as the greater of the two. Below about $303,000 the effective rate is higher than 0.89%.
Custodian feesPlatform and direct-index implementation fees are charged by the custodian and are separate from ours.
Lock-upNone. Leave when you like.
Questions.
Quarterly, from the account, as the greater of 0.89% a year or the $2,700 minimum.
The custodian's platform and direct-index implementation fees are separate from ours.
Forward may discount its fee at its discretion, and similarly situated clients may pay different fees.
Most people with one big position want the same thing. Get out slowly, and do not pay the whole tax bill in one year. I could not find that without a lock-up, so I built it.