Forest Investment Associates

CRD#110163
Investment Advisor Firm

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Learn more about Forest Investment Associates

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations

    • Overview

    Forest Investment Associates is located at 15 Piedmont Center, Atlanta, GA. The firm employs 13 financial advisors. Forest Investment Associates is not a registered broker-dealer.

    The firm manages $5.2 billion in assets under management across 23 accounts, with 21 discretionary accounts and 2 non-discretionary accounts. Services offered include portfolio management for pooled investment vehicles, portfolio management for institutional clients, and other services. The fee structure consists of asset-based, fixed, performance-based, and other fees. Forest Investment Associates serves high net worth investors, pooled investment vehicles, pension plans, and state or municipal government entities, with state or municipal government entities representing the largest client type by accounts. The firm has 5 high net worth clients.

    Forest Investment Associates is registered in the state of Georgia.

    Assets Under Management

    $5.2 billion

    Number of Advisors

    13

    Disclosures

    No

    Office Location

    15 Piedmont Center
    Atlanta, GA 30305-1509

    Forest Investment Associates by the Numbers

    Total Assets Under Management

    $5.2 billion

    National Average: $8.6 billion
    Total Number of Employees

    60

    National Average: 64
    Total Number of Accounts

    23

    National Average: 375,227
    Average Account Size

    $227.3 million

    National Average: $23.0 thousand
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    Fee Structure

    Financial management fees largely depend on the type of services provided. However, fees billed by Forest Investment Associates can consist of some combination of the following fee types: asset-based, fixed, performance-based, and other. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm. It is able to withdraw its expenses directly from customer accounts.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 26% of firms

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Offered by 10% of firms

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    Back to Overview

    Types of Clients

    Forest Investment Associates caters to high net worth investors, pooled investment vehicles, pension plans, and state or municipal government entities. Out of its 23 clients, Forest Investment Associates's largest client type by number of accounts is state or municipal government entities, although it also serves 5 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 under management or a net worth of more than $1.50 million or who is a "qualified purchaser" (a standard met by having at least $5 million in investments).

    • High-Net-Worth Individuals* - 23.81%
    • Other Individuals - 0%
    • Corporations - 76.19%
    • Charitable Organizations - 0%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Forest Investment Associates does not have any disclosures.

    Please visit its Form ADV for more details.

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