Steven Martin is a CFP-designated registered investment advisor at Forum Financial Management, LP, based in Lombard, IL, with 23 years of industry experience. Steven 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
1900 South Highland Avenue, Suite 100, Lombard, IL, 60148
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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 →Employment History
Current Registrations
Forum Financial Management, LP
Previous Registrations
Bkd Wealth Advisors, LLC
Wolf Financial Management, LLC
Wolf Financial Management, LLC
Cambridge Legacy Advisors, INC.
Beacon Financial Planning Services, LTD
Commonwealth Financial Network
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
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