Financial Forum offers investment management and financial planning services to individuals and businesses. These services include asset management, investment consulting, education funding, risk management, tax management, retirement planning, estate planning, and employee and executive benefits. Financial Forum coordinates with other advisors like attorneys and Certified Public Accountants but does not provide tax or legal advice directly.
Assets Under Management$290M
Clients572
Advisors3
Avg. per Client$500K
Avg. per Advisor$95M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.70% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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