Nedal Halawa
Nedal Halawa is a ChFC-designated registered investment advisor at Forum Financial Management, LP, based in Lombard, IL, with 26 years of industry experience. Nedal 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 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 Financial Specialists LLCBroker
Cetera Investment Advisers LLC
Genworth Financial Advisers Corporation
Genworth Financial Securities CorporationBroker
Lasalle Financial Services, INC.
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Banc One Securities CorporationBroker
Pruco Securities CorporationBroker
State Registrations30 states
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