Mark Bulmer
Mark Bulmer is a CFP, PFS-designated registered investment advisor at Forum Financial Management, LP, based in Lombard, IL, with 6 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
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 →Other Business ActivitiesSells Insurance
Mark is a managing partner at Smith Leonard PLLC, an accounting and tax preparation firm, dedicating full-time hours to overseeing operations. He also has the ability to sell various annuity and variable insurance products through Avantax Insurance Agency, spending minimal time on sales, and is the president of SL Wealth Advisors LLC, spending about 10-20% of his time on managing the business, financial planning, and sales.
Employment History
Current Registrations
Forum Financial Management, LP
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
State Registrations1 state
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