Forest Investment Associates
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Overview
Forest Investment Associates operates as a financial advisory company headquartered in Atlanta, Georgia. The company oversees $4.6 billion in assets over 23 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management (AUM). It has an average-sized group, including 11 financial advisors. Forest Investment Associates is not a registered broker-dealer, signifying that the company cannot buy and sell securities for its clients' and own accounts and instead must go through a broker-dealer firm to do so. Securities are defined as tradable financial investments like options, bonds and stocks.
Forest Investment Associates oversees 21 of its accounts in a discretionary manner. Discretionary management means that a portfolio manager has the discretion to make transaction choices for the client's account without requiring the client's authorization. Forest Investment Associates also has two non-discretionary accounts with a total of $307.5 million in assets. The firm's average account size is $201.7 million. The typical advisor at Forest Investment Associates administers about two client accounts, placing it among the most personalized financial advisor firms in the country.
The firm's headquarters is at 15 Piedmont Center, Atlanta, Georgia 30305-1509. It is legally allowed to provide services to customers in the state of Georgia.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Forest Investment Associates by the Numbers
$4.6 billion
54
23
$201.7 million
Fee Structure
Fees for financial advice largely vary depending on which services the firm provides the client. Fees billed by Forest Investment Associates most likely are comprised of the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Forest Investment Associates.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 26% of firms
Performance-based
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Forest Investment Associates works with high net worth investors, pooled investment vehicles, pension plans and state or municipal government entities. Out of its 23 customers, Forest Investment Associates's biggest client type by number of accounts is state or municipal government entities, but it also serves five high-net-worth individuals. The SEC defines a high-net-worth individual as an individual who has at least $750,000 under management or a net worth of at least $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). About 11% of its clients are non-U.S. persons.
- 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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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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