FORM Wealth Advisors offers financial planning and portfolio management services. Financial planning covers budgeting, tax strategy, insurance, education, retirement, estate, and business planning. Investment management is tailored to individual client goals and risk tolerance. FORM also offers companies retirement plan consulting services. FORM may refer clients to other agents or vendors for annuities and insurance.
Assets Under Management$930M
Clients773
Advisors8
Avg. per Client$1.2M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.40% |
| $20.0M - $30.0M | 0.30% |
| $30M+ | 0.20% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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