Amanda D'aprile is a registered investment advisor at Forum Financial Management, LP, based in Cohoes, NY, with 6 years of industry experience. Amanda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 5,535 clients with $9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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. Clients with less than $250,000 in investable assets that engage Forum for both Portfolio Management and Financial Planning Services could be subject to a minimum annual fee, subject to a $3,000 ceiling annually.
Fee Estimator
Location
132 Mohawk Street, Cohoes, NY, 12047
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
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.
Employment History
Current Registrations
Forum Financial Management, LP
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.