| 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.
132 Mohawk Street, Cohoes, NY, 12047
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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 →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.