| 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.
100 East Thousand Oaks Boulevard, Suite 200, Thousand Oaks, CA, 91360
Get directionsNo 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 →Christopher is the President of Lamia Financial Group, Inc., providing tax and accounting services, dedicating a few hours per week. He also serves as a Board Member for GoFundMe Giving Fund, a charity, spending minimal time on this activity.