Forza Investment Advisory, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$90,695,385
Clients
34
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
34
TypicalAverage account size
$2,667,511
About
Forza Investment Advisory is an independent registered investment adviser that provides discretionary portfolio management, investment consultations, and third‑party advisor investment management services to private individuals and select small businesses. The firm also works with institutional clients, including pension and profit‑sharing plans, Taft‑Hartley plans, foundations, endowments, municipalities, and other investment advisors.
The firm develops individualized Investment Policy Statements and combines top‑down macroeconomic analysis with bottom‑up fundamental security selection to construct diversified portfolios of equities, fixed income, ETFs and other asset classes. Accounts are generally managed on a discretionary basis and clients receive regular reporting, including written quarterly reports and custodian statements.
Notable for a single‑advisor independent firm, Forza provides model portfolios and sub‑advisory services to unaffiliated advisors while also serving institutional plan sponsors alongside individual clients. The firm operates on an asset‑based fee model, negotiates fee arrangements with advisor clients, and remains independent of broker‑dealers and custodians (it does not take custody of client assets).
Client services
Portfolio management
Newsletters or periodicals
Investment/retirement planning
Expertise
Active portfolio management
Passive / index investing
Concentrated stock management
Fee options
Flat fee negotiable for investment consultations, minimum $500
$0 - $500,000: 0.95% $500,000 - $1,500,000: 0.85% $1,500,000 - $4,000,000: 0.75% $4,000,000 - $10,000,000: 0.70% $10,000,000+: Negotiated
$200 to $400 per hour with minimum two hours or $500 minimum
Account minimum: $1,000,000 Fee-only: Fee-based, no commissions
Main office location
Forza Investment Advisory, LLC
Westfield NJ, United States
Number of offices
1
Most active in
Forza Investment Advisory, LLC has reported serving >5 clients in these states in the last 12 months.
New Jersey
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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