Nedal Halawa
Nedal Halawa is a ChFC-designated registered investment advisor at Forum Financial Management, LP, based in Lombard, IL, with 27 years of industry experience. Nedal is also registered as a broker, so some compensation may come from commissions on products sold. 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
Get directionsHistory
Regulatory History (1)
Financial
February 2017Employment History
Current Registrations
Forum Financial Management, LP
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Genworth Financial Advisers Corporation
Genworth Financial Securities CorporationBroker
Lasalle Financial Services, INC.
Lasalle Financial Services, INC.Broker
Banc One Securities CorporationBroker
Pruco Securities CorporationBroker
State Registrations30 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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