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Forrest Randall Blair

29 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
32 advisors
Number of Clients
901 clients
Average Client Portfolio
$685K average
Assets Under Management
$616.9M

Fee Structure

Minimum Investment:None
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K2.00%
$500K - $1.0M1.50%
$1M+1.00%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

13620 Lincoln Way, Suite 280, Auburn, CA, 95603

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
American Investors CO
January 1998 - Present · 28 yrs 1 mo
American Investors CompanyBroker
September 1997 - Present · 28 yrs 5 mos
Previous Registrations
Royal Alliance Associates, INC.Broker
January 1996 - September 1997 · 1 yr 8 mos
State Registrations2 states
CATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.