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 $1000K | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.75% |
Fees are negotiable and Forum reserves the right to discount or waive the fee charged to any client.
Fee Estimator
You'll pay an annual fee based on your portfolio size (see rates in table). For clients with less than $250,000 in investable assets who engage Forum for both Portfolio Management and Financial Planning Services, a minimum annual fee may apply, not exceeding $3,000 annually. This minimum fee is negotiable and could result in a higher total annual fee than the standard tiered fee schedule. Fees are negotiable and may be discounted or waived.
Areas of Practice
Advisor Information
Office location
100 East Thousand Oaks Boulevard, Suite 200, Thousand Oaks, CA, 91360
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.
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David is the Vice President of the Board of Directors for Mountain Meadows Quailridge II Homeowners Association since 2017. He dedicates a few hours per week to this role, participating in decision-making for the homeowners association and community.