| 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
Get directionsBrian 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.