Brian Savage
Brian Savage is a registered investment advisor at Forum Financial Management, LP, based in Plainfield, IL, with 40 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Estate Planning, High Net Worth, and 3 more. Their firm serves 5,841 clients with $8.7B 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 $1.0M | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.75% |
Fees are negotiable. Clients with less than $335,000 may be subject to a minimum annual fee up to $4,000.
Fee Estimator
Location
Plainfield, IL
Get directionsHistory
Regulatory History (1)
Regulatory
February 2000Other Business ActivitiesSells Insurance
Brian is a sole proprietor and insurance agent selling insurance since May 2021. This activity requires about 10-20% of his time, including time during securities trading hours.
Employment History
Current Registrations
Forum Financial Management, LP
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Forum Financial Management, LP
Genworth Financial Advisers Corporation
Genworth Financial Securities CorporationBroker
State Registrations1 state
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.
Exams
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