Overview
- Headquarters
- Sarasota, FL
- Total Firm Assets
- $422 million
- Average High-Net-Worth Client Portfolio Size
- $4.9 million
Fee Disclosure
Source: FORZA WEALTH MANAGEMENT, LLC PART 2A - 20260227 (2026-03-30) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 0.95% |
Stated Minimum Annual Fee: $5,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $9,500 | 0.95% |
| $5 million | $47,500 | 0.95% |
| $10 million | $95,000 | 0.95% |
| $50 million | $475,000 | 0.95% |
| $100 million | $950,000 | 0.95% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Florida for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 89.09%
- Number of High-Net-Worth Clients
- 77
- Total Client Accounts
- 356
- Discretionary Accounts
- 356
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 281075
- FORZA WEALTH MANAGEMENT, LLC PART 2A - 20260227 (2026-03-30) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗