We have a straightforward and transparent fee structure – as fee-only fiduciaries, no one pays us other than the client. Based on industry research, most of our clients will find our fees to be lower than industry averages.
Note that the fees shown in this table are for our Diversified Portfolios. Please contact us directly to learn more about our active investment strategies and associated fees.
Investment advisory services are offered through Forrest Financial Partners LLC; a Connecticut domiciled registered investment adviser.
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