Assets Under Management
$9.0B
Number of Clients
5,535
Number of Advisors
102
Average Client AUM
$1.6M
AUM per Advisor
$88.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Forum Financial Management offers tailored advisory services including portfolio management using model asset allocation portfolios, financial planning consultations, and educational workshops. They also provide sub-advisory services to other RIAs. Investment strategies are based on Modern Portfolio Theory, primarily using DFA funds.
| 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.
1900 South Highland Avenue, Suite 100, Lombard, IL, 60148