Christopher Genzler
Christopher Genzler is a CFP-designated registered investment advisor at Forum Financial Management, LP, based in Lombard, IL, with 41 years of industry experience. Christopher 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
1900 South Highland Avenue, Suite 100, Lombard, IL, 60148
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Christopher is involved with several outside business activities, including serving as Board President for Senior Citizens Services Coordinating Council and Treasurer/Director for BodyInsight. He also works as an insurance agent and provides business planning consulting, dedicating minimal time to each.
Employment History
Current Registrations
Forum Financial Management, LP
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Genworth Financial Advisers Corporation
Genworth Financial Securities CorporationBroker
Dreher & Associates, INC.Broker
Citicorp Investment ServicesBroker
Financial Horizons Securities CorporationBroker
Terra Securities CorporationBroker
Capital Analysts, IncorporatedBroker
John Hancock Distributors, INC.Broker
State Registrations2 states
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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