Martin Pomrehn
Martin Pomrehn is a CFP, PFS-designated registered investment advisor at Forum Financial Management, LP, based in Oak Brook, IL, with 37 years of industry experience. Martin 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
1200 Harger Road, Suite 220, Oak Brook, IL, 60523
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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
Martin is a sole proprietor involved in insurance sales and services through MP360° Financial Services, dedicating a few hours per week. He is also a shareholder and president of MP360° Tax Services, Ltd., where he spends about a third of his time managing staff, meeting with clients, and providing accounting, tax planning, and preparation services.
Employment History
Current Registrations
Forum Financial Management, LP
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Pomrehn, Martin Glenn
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
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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