| Assets Under Management | Annual Fee |
|---|---|
| Up to $1000K | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.75% |
Advisory fees are negotiable and Forum reserves the right to discount or waive the fee charged to any client.
100 East Thousand Oaks Boulevard, Suite 200, Thousand Oaks, CA, 91360
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Learn about disclosures →David is the Vice President of the Board of Directors for Mountain Meadows Quailridge II Homeowners Association since 2017. He dedicates a few hours per week to this role, participating in decision-making for the homeowners association and community.