Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.40% |
| $20.0M - $30.0M | 0.30% |
| $30M+ | 0.20% |
Fees are negotiable.
Fee Estimator
FORM charges a flat fee for financial planning, ranging from $1,000 to $4,000 for engagements less than four weeks, or $1,000 per week for longer engagements. These fees may be negotiable. Portfolio management fees are tiered based on assets under management (see table above). Fees do not include third-party manager fees, accountant/attorney fees, or brokerage commissions.
Areas of Practice
Advisor Information
Office location
431 Geneva National Ave S, Lake Geneva, WI, 53147-4881
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Tyson is the Board Chairman and Founder of Children's World Impact, a non-profit organization, and a Founding Partner and Branch Manager at FORM Wealth LLC. He is also an author and consultant for The Total Relationship, and a trustee managing assets in his spouse's irrevocable trust.