Forest Hill Financial Advisory Group

Fees and Trading Commissions

FHFA receives quarterly management fees on accounts managed by the firm. The Quarterly fee is invoiced and paid at the beginning of each Quarter, i.e. January 1st for the three months of January, February and March. The annual fee shown below is prorated over the 4 Quarters based upon the number of days in the quarter divided by the 365 days in the year. The quarterly management fee is multiplied by the account assets at the beginning of the quarter.

Assets under Management Annual Advisory Fee
$0 to $50,000 1.5%
$50,001 to $250,000 1.25%
$250,001 to $1,000,000 1.00%
$1,000,001 to $5,000,000 0.90%

FHFA offers a very competitive and, in most cases, a lower fee structure than most investment and brokerage houses. At FHFA, there are no hidden costs or surprises. Fees are based on total assets under management not on trade commissions. There is, therefore, no incentive to buy any stock unless it presents strong potential gains for the client. FHFA makes more money by making its clients more money. We have a single minded goal - that is to grow client assets in a diversified portfolio utilizing call premiums, stock appreciation, and dividend accumulation to achieve our mutual goals.

Note: FHFA utilizes a third-party platform for brokerage transactions. Fees paid to the 3rd party are low negotiated fees for FHFA clients and are separate from management fees. Average fee per transaction is $10-$20.

Financial Advisory Group
Forest Hill Financial Advisory Group LLC
469 Pacheco Street, Suite 200
San Francisco, CA 94116

(415) 665-9902
Email Customer Service

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