Form Wealth Advisors, LLC
Assets Under Management
$932.3M
Number of Clients
773
Number of Advisors
7
Average Client AUM
$1.2M
AUM per Advisor
$133.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
FORM Wealth Advisors provides wealth management and investment advice. Services include financial planning (budgeting, tax strategy, insurance, education, retirement, estate, and business planning) for a flat fee, and ongoing portfolio management services based on client goals and risk tolerance. They also offer company 3(38) retirement plan consulting services.
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
Location
431 Geneva National Ave S, Lake Geneva, WI, 53147-4881