Forza Wealth Advisory Services LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Forza Wealth Advisory Services LLC provides portfolio management and financial planning services to individual clients, including high-net-worth individuals, and currently serves a very small client base of four. The firm constructs written Investment Policy Statements and advises on mutual funds, fixed income, equities, ETFs, annuities and options as part of its ongoing services.
FWASL employs a range of analytical methods — charting, fundamental, technical, cyclical, quantitative analysis and modern portfolio theory — and uses long‑term, short‑term and options trading strategies to align portfolios with documented risk tolerance and time horizon. The firm operates almost entirely on a non‑discretionary basis and does not have authority to trade without client authorization, so recommendations are presented to clients for approval before execution.
This firm is distinctive for its combination of a solo practitioner model with only four clients and approximately $957,225 reported as non‑discretionary assets under management and $0 discretionary assets, a configuration that is uncommon among independent advisers. Other notable practices that differ from many peers include documented policies around personal trading and conflicts, a policy not to aggregate trades for multiple clients, potential receipt of research/soft‑dollar benefits from custodians, and the option for clients to direct brokerage — all of which affect how trades are executed and monitored.
Client services
Expertise
Fee options
$0 - $100,000: 1.25% $100,001 - $250,000: 1.10% $250,001 - $500,000: 0.95% $500,001 - $1,000,000: 0.80% $1,000,001 - $2,500,000: 0.65% $2,500,001+: 0.50%
$200 to $250 per hour
Main office
Penfield NY
Advisors at this office
1
Most active in
New York
Also doing business as
Forza Wealth Advisory Services LLC · Pecoraro, Joseph
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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