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
132 Mohawk Street, Cohoes, NY, 12047
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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Amanda is a Vice President and Certified Public Accountant at Stark & D'Aprile CPAs PC, dedicating nearly full-time hours to accounting and tax services. Amanda is also a member of 123 Mohawk Street LLC, a real estate company, spending minimal time collecting rent.