| 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% |
Advisory fees are negotiable and Forum reserves the right to discount or waive the fee charged to any client.
Ponce Inlet, FL
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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 →Alan is a member of the Board of Directors for United Trust Bank since January 2020, dedicating a few hours per week to attend meetings. This activity is not investment-related.