John Adam
John Adam is a CFP-designated registered investment advisor at Forum Financial Management, LP, based in Lombard, IL, with 28 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 5,535 clients with $9B 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 $1000K | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.75% |
Fees are negotiable. Clients with less than $250,000 in investable assets that engage Forum for both Portfolio Management and Financial Planning Services could be subject to a minimum annual fee, subject to a $3,000 ceiling annually.
Fee Estimator
Location
1900 S. Highland Avenue, Suite 100, Lombard, IL, 60148
Get directionsHistory
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
John is a member of Highland Towers LLC and 5960 LLC, both real estate companies, and provides management services to Forum Financial Management, LP through F.A.M. LLC. He also works as an insurance agent, dedicating about 10-20% of his time to insurance sales, and is a shareholder in Forum Administrative Services, Inc.
Employment History
Current Registrations
Forum Financial Management, LP
Previous Registrations
Genworth Financial Advisers Corporation
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.