| 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.
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Learn about disclosures →David is a registered representative with Purshe Kaplan Sterling Investments, dedicating about half his time to investment and insurance services. He also owns an accounting and tax services business full-time, is a shareholder in a lab testing company, a member of a commercial real estate rental LLC, and an insurance agent selling life and long-term care insurance.