BS
BS

Brian Joseph Shapiro

21 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
102 advisors
Number of Clients
5,535 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$9.0B

Fee Structure

Minimum Investment:$25K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1000K1.20%
$1.0M - $2.0M1.00%
$2.0M - $5.0M0.80%
$5M+0.75%

Advisory fees are negotiable and Forum reserves the right to discount or waive the fee charged to any client.

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

1900 South Highland Avenue, Suite 100, Lombard, IL, 60148

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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
Forum Financial Management, LP
September 2020 - Present · 5 yrs 5 mos
Previous Registrations
Buckingham Strategic Wealth
June 2008 - September 2019 · 11 yrs 3 mos
Morningstar Investment Services,inc
December 2003 - February 2008 · 4 yrs 2 mos
Morningstar Investment Services,inc
August 2002 - February 2003 · 6 mos
State Registrations1 state
MO
Advisor
Exams
No exam information available for this advisor.