FORS Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$107,310,617
Total clients
189
16% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
95
Average account size
$567,781
Client services
Fee options
Flat fee up to $7,500 for Financial Consulting
Up to $400 per hour for Financial Consulting
Account minimum: $7,500 minimum annual advisory fee Minimum fee: Minimum annual advisory fee of $6,000 per household, typically $7,500 per year; minimum may be waived or lowered at discretion
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
FORS Financial
1001 E Front St
Port Angeles WA 98362, United States
Number of offices
1
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