Forum Financial Management, LP
Assets Under Management
$9.0B
Number of Clients
5,535
Number of Advisors
102
Average Client AUM
$1.6M
AUM per Advisor
$88.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Forum Financial Management, LP is a registered investment advisor offering tailored wealth management and financial planning services to individuals and institutions. They manage portfolios using model asset allocations and also provide sub-advisory services to other independent advisory firms.
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
Location
1900 South Highland Avenue, Suite 100, Lombard, IL, 60148