Robert Fezza
Robert Fezza is a CFP-designated registered investment advisor at Forum Financial Management, LP, based in Roswell, GA, with 24 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. 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
500 Sun Valley Drive, Suite A-6, Roswell, GA, 30076
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
Robert is a co-trustee of the Odyssey Personal Financial Advisors Cash Balance Plan, dedicating minimal time. He is also a licensed insurance agent with Pinnacle Wealth Management, spending minimal time completing insurance needs analysis and providing recommendations, and a registered representative with Purshe Kaplan Sterling Investments, spending minimal time.
Employment History
Current Registrations
Forum Financial Management, LP
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Odyssey Personal Financial Advisors, LLC
Cetera Financial Specialists LLCBroker
Cetera Investment Advisers LLC
Securities Service Network, INC.Broker
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.
Exams
More Advisors
- Stephen Siders, CFPForum Financial Management, LP
- Andrew Sperry, CFPOsaic Wealth, INC.
- Tomas Blanno, ChFCTomas A. Blanno and Company, LLC
- Andrew Avera, CFPJourney Beyond Wealth
- Stephen Young, CFPEdward Jones
- Charles Lanford, CFPRaymond James Financial Services Advisors, INC