How does Forthright PartnersTM help clients – Key Takeaways:
Forthright PartnersTM is a trusted financial advisory firm that offers a wide range of services to help clients achieve their financial goals. They have a team of experienced advisors with expertise in various areas of finance, making them a valuable resource for clients seeking financial guidance.
Here are some key takeaways about how Forthright PartnersTM helps its clients:
- Offers a personalized approach to financial planning and wealth management
- Uses a holistic approach, taking into account all aspects of a client’s financial life
- Provides unbiased advice, as they do not sell any proprietary financial products
- Focuses on building long-term relationships with clients to help them navigate through life’s financial challenges
Facts and Insights
Forthright PartnersTM has been in business for over 15 years, serving individuals, families, and businesses. They currently have over $500 million in assets under management and a team of 10 experienced advisors.
The firm has a strong track record of helping clients achieve their financial goals, with an average client retention rate of over 90%, showing their commitment and effectiveness in delivering top-notch financial services.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 15 years |
Financial Services Offered
Forthright PartnersTM offers a comprehensive range of financial services to meet their clients’ diverse needs. Some of the services they provide include:
- Retirement planning
- Wealth management
- Tax planning
- Estate planning
- Insurance planning
- Employee benefits
Their team of advisors works closely with each client to create a customized financial plan that aligns with their specific goals and objectives.
Client Types
Forthright PartnersTM works with a wide range of clients, including high-net-worth individuals, business owners, and executives. They also cater to the financial needs of families, couples, and individuals looking for guidance in planning for their future.
Their personalized approach allows them to understand the unique needs and priorities of each client, regardless of their financial situation or background.
Fees & Compensation
Forthright PartnersTM believes in transparency when it comes to fees and compensation. They are a fee-only firm, meaning they only charge a fee for their services and do not receive any commissions from the sale of financial products.
Their fees are based on a percentage of assets under management, which incentivizes the firm to grow their clients’ wealth and aligns their interests with their clients’ best interests.
Background
The team at Forthright PartnersTM is made up of experienced and knowledgeable advisors who have a deep understanding of the financial industry. They come from diverse backgrounds and bring a variety of skills and expertise to the table, allowing them to provide well-rounded financial advice to their clients.
The firm is committed to ongoing education and professional development, ensuring that their advisors stay up-to-date with the latest industry trends and regulations.
Financial Advisor Disclosures to Know
As a registered investment advisor (RIA), Forthright PartnersTM is held to a fiduciary standard, which means they are legally obligated to act in their clients’ best interests at all times. This sets them apart from broker-dealers, who are held to a suitability standard, meaning they must recommend investments that are suitable for their clients, but not necessarily the best option.
The firm also has a clean record with no regulatory actions or disciplinary history, providing clients with peace of mind knowing that their financial advisor is trustworthy and reputable.