Whether you’re planning for retirement, saving for your children’s education, or building long-term wealth, our experienced team of advisors is here to help you achieve your financial dreams.
Take advantage of our exclusive employee program today.
Available to Forvis Mazars employees and immediate family members*
Access to trusted credentialed, experienced advisors
Comprehensive financial planning and investment strategy
Unmatched Client Experience® that uses technology-driven portfolio management and reporting
Professional services tailored to your objectives
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| Program Fee Structure | ||
|---|---|---|
| Feature | Details | |
| Annual Fee Rate | 0.75% of assets under management | |
| Minimum Account Size | $125,000 | |
| Minimum Annual Fee | $2,500 | |
| Eligible Participants | Forvis Mazars U.S. Employees and their Immediate Family Members* | |
Program benefits and discounted rates extend to immediate family members including:
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Ready to explore your financial possibilities? Contact your local Forvis Mazars Wealth
Management advisor to schedule an appointment today!
Forvis Mazars Private Client services may include investment advisory services provided by Forvis Mazars Wealth Advisors, LLC, an SEC-registered investment adviser, and/or accounting, tax, and related solutions provided by Forvis Mazars, LLP. The information contained herein should not be considered investment advice to you, nor an offer to buy or sell any securities or financial instruments. The services, or investment strategies mentioned herein, may not be available to, or suitable, for you. Consult a financial advisor or tax professional before implementing any investment, tax or other strategy mentioned herein. The information herein is believed to be accurate as of the time it is presented, and it may become inaccurate or outdated with the passage of time. Past performance does not guarantee future performance. All investments may lose money.
