Andrea Schreiber is a registered investment advisor at Forum Financial Management, LP, based in Naperville, IL, with 13 years of industry experience. Andrea 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
937 N. Washington Street, Naperville, IL, 60563
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 Activities
Andrea is the owner of The Schreiber Group, Inc., a certified public accounting firm, since 2001. She dedicates nearly full-time hours to providing accounting services.
Employment History
Current Registrations
Forum Financial Management, LP
State Registrations1 state
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
- Christopher Patterson, CFPStifel, Nicolaus & Company, Incorporated
- Jack Dykema, CFPRai Wealth
- Mark Gilbert, PFSSikich Financial
- Eric Mayer, CFPRaymond James & Associates, INC.
- Kevin Phillips, CFPSavant Wealth Management
- David Biasco, CFP