Wealth Management Solutions
Financial Planning Services

The Following Services will be performed for the Client

 

  • All the services of an Investment Advisory Services Client.
  • As requested; consultation and recommendations for cash flow strategies.
  • As requested, implementation of cash flow strategies for planned cash flow needs, including cash flow/emergency reserve account(s).
  • Establish and maintain, as requested, non-discretionary investment accounts at selected custodians.
  • Annual allocation review of client's total investment assets.
  • Recommendations, as requested, regarding investment options available in the client's company sponsored retirement plan (e.g. 401 k plan).
  • Consultation, as requested, on investments the client holds, or is considering, that are not under our discretionary management. However, this does not include detailed investment or cash flow analysis of any specific investment opportunity not currently followed by our firm.
  • As requested, for those clients wishing to do their own retirement scenario planning, secure web based access to a client specific model using our on-line planning site.
  • Insurance needs analysis, as appropriate and requested, for life, disability, and long term care protection; recommendations on types of policies, and appropriate coverage.
  • Review and recommendations, as requested, of the client's property and casualty coverage.
  • Review and recommendations, as requested, of the client's personal and investment mortgages, debt refinancing, and loan alternatives.
  • Consultation, as requested, regarding the client's estate planning issues.
  • Consultation, as requested, regarding strategies for philanthropic and multigenerational planning.
  • Consultation, as requested, regarding insurance, tax, investment, estate, and retirement planning strategies with other professionals that serve our clients.
  • A secure web based document vault providing for secure storage of important confidential documents and records (e.g., wills and trusts, tax records, investment policies, insurance records).

 

For client's wishing a comprehensive review of their wealth management issues, Forsyth WMS will generally establish an annual review plan, prioritized according to the client's needs.

 

Fee Schedule for Investment Advisor Services
&
Wealth Management Services and Financial Planning Clients

Annual Platform Fee based on Assets Under Management*

 

First $ 2,000,000                                                           1.00%

Next $ 3,000,000                                                           0.50%

Next $ 5,000,000                                                           0.35%

Next $10,000,000                                                          0.25%

Next $20,000,000+                                                        0.15%

 

*A different fee schedule applies to accounts under $2,000,000.

 

Wealth Management Services and Financial Planning Additional

Minimum Initial Plan Fee                                                $ 2,500

Subsequent Annual Reviews Minimum                            $ 1,500

 

Please contact James A. Lavorgna for a confidential consultation at

(704) 902-0972.

 

Privacy Policy

United States Department of Treasury Regulation Circular 230 requires that we notify you that, with respect to any statements regarding tax matters made herein, including any attachments, (1) nothing herein was intended or written to be used, and cannot be used by you, to avoid tax penalties; and (2) nothing contained herein was intended or written to be used, and cannot be used, or referred to in any marketing or promotional materials. Further, to the extent any tax statement or tax advice is made herein, Forsyth wealth Management, Inc. does not and will not impose any limitation on disclosure of the tax treatment or tax structure of any transactions to which such tax statement or tax advice relates. Forsyth Wealth Management, Inc. does not provide legal advice to clients. You should review your particular circumstances with your independent legal and tax advisors.