Amanda D'aprile is a registered investment advisor at Forum Financial Management, LP, based in Cohoes, NY, with 6 years of industry experience. Amanda 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
132 Mohawk Street, Cohoes, NY, 12047
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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
Amanda is a Vice President and Certified Public Accountant at Stark & D'Aprile CPAs PC, dedicating nearly full-time hours to accounting and tax services. Amanda is also a member of 123 Mohawk Street LLC, a real estate company, spending minimal time collecting rent.
Employment History
Current Registrations
Forum Financial Management, LP
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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