Forefront Wealth Management, LLC

Wealth Management Firm in New York, NY

Firm Info
Address: 7 Times Sq, New York, NY 10036, USA
Phone: (212) 607-2488

Firm Size
Assets Under Management: $215.2 million
# of Advisors: 3
# of Clients: 416
Client to Advisor Ratio: 139:1
Average Account Size: $517,247
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Forefront Wealth Management Overview

Forefront Wealth Management is a financial advisory firm that is headquartered in Malvern, Pennsylvania. The firm has been in business since 2018 and operates as an investment advice-only registered investment advisory firm. The fee arrangement for the firm is fee-based, and they offer a range of services to their clients. The services offered by Forefront Wealth Management include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutional clients, and the selection of other advisors. With their expertise and experience, they provide guidance and support to their clients that help them make informed decisions to achieve their financial goals. Forefront Wealth Management works on a fee-based model where they charge clients for their services. Through this model, they ensure that their clients receive unbiased advice and services that are tailored to their needs. The firm's focus on investment advice only ensures that their clients receive transparent and objective advice, which helps build trust and long-term relationships.

FOREFRONT WEALTH MANAGEMENT caters to a diverse clientele that spans across various segments. Their services are not limited to specific groups; they serve individuals, high net worth individuals, and various corporation types not listed. From wealth accumulation to retirement planning, and everything in between, FOREFRONT WEALTH MANAGEMENT is equipped to deliver tailored solutions to their clients' financial needs. Their team of experts comes with extensive knowledge and experience in the financial industry, which places them in a unique position to advise on the best course of action for each client. They are committed to providing a personalized experience that caters to their clients' financial objectives and goals. FOREFRONT WEALTH MANAGEMENT provides clients with the flexibility to choose from three different fee structures depending on the service required. For starters, they offer a percentage of AUM (Assets Under Management) fee, which is calculated based on a percentage of the assets entrusted to the firm. This fee structure is best suited for clients who require ongoing financial management services. Clients who prefer ad-hoc financial advice can opt for the hourly fee structure, which is charged based on an hourly rate for the time spent by the firm's expert advisors. Finally, fixed fees are also available, mainly for project-based work, such as estate and tax planning, where a fixed rate is agreed upon upfront. With these three options, FOREFRONT WEALTH MANAGEMENT ensures that clients are able to choose the fee structure that suits their needs and provides the most value for their money.

Typical Clients, Fee Structures & Investment Minimum

The investment minimum for Forefront Wealth Management is generally $1,000,000 to open a portfolio. However, the firm may accept clients with smaller portfolios based on each client's particular circumstances as it deems appropriate, but only if the smaller portfolio size will not result in a substantial increase of investment risk beyond the client's identified risk tolerance. Forefront may also aggregate the portfolios of family/household members to meet the minimum portfolio size.

How This Office Can Help New York, NY Residents

Forefront Wealth Management, LLC is a financial planning and wealth management firm that specializes in helping clients in New York, NY. The firm offers a range of services including investment management, retirement planning, tax planning, estate planning, and risk management. Forefront's team of experienced advisors works with clients to create personalized strategies that are tailored to their unique financial situations. Living in New York, NY, individuals may face a variety of financial challenges such as a high cost of living, complex tax laws, and a competitive job market. These challenges can make it difficult for individuals to plan for their future and achieve their financial goals. That's where Forefront Wealth Management comes in. The firm can help clients navigate through these challenges and develop a solid financial plan that will enable them to achieve their goals, whether it's saving for retirement, investing in their future, or protecting their wealth. With a focus on transparency, communication, and personalized service, Forefront Wealth Management is committed to helping clients in New York, NY, achieve financial success.

To view the Minimum Investment and Fee Schedule for Forefront Wealth Management, visit their Part 2 Brochure.

Services Offered by Forefront Wealth Management

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.

Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Forefront Wealth Management most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Subscription (Newsletter or Periodical)
Performance-based Fees

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.

This Office Location

Firm location 7 Times Sq, New York, NY 10036, USA
Phone (212) 607-2488
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Other Office Locations

Firm Headquarters
Firm headquarters location 18 CHURCH ROAD, MALVERN, PA 19355, United States

This firm has no other locations.

State Registrations

Forefront Wealth Management is registered to service clients in the following states:

  • Florida
  • New Jersey
  • New York
  • Pennsylvania

Disciplinary History

Forefront Wealth Management does not have any disclosures. Please visit it's Form ADV for more details.