Forestview Financial Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$55,174,476
Total clients
58
50% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
29
Average account size
$951,284
Client services
Fee options
Fixed fees for financial planning and pension consulting between $1,000 and $25,000
$0 - $1,000,000: 0.65% $1,000,001 - $2,000,000: 0.50% $2,000,001+: 0.25%
Financial planning and pension consulting hourly rate $250/hour
Account minimum: $1,000,000 Minimum fee: Retainer fee between $5,000 and $25,000, negotiable and may be waived or reduced Fee-only: Financial planning fixed fees between $1,000 and $25,000; hourly fee $250/hour; pension consulting fixed fees $1,000 to $25,000; pension consulting hourly fee $250/hour
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Forestview Financial Partners, LLC
Delaware OH, United States
Number of offices
1
Forms ADV
Quick links
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