Mark Donatelli is a registered investment advisor at Forum Financial Management, LP, based in Hinsdale, IL, with 19 years of industry experience. Mark 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
15 Salt Creek Lane, Suite 312, Hinsdale, IL, 60521
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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 →Other Business Activities
Mark is the president of Donatelli & Coules Financial Advisors, LLC, dedicating minimal time to investment services and financial planning. He also serves as president and shareholder of Donatelli & Coules, Ltd., a law firm, which consumes more than full-time hours.
Employment History
Current Registrations
Forum Financial Management, LP
Donatelli & Coules Financial Advisors, LLC
State Registrations1 state
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