FORUM Private Client Group provides financial planning, consulting, and wealth management services to individuals, high net worth individuals, and trusts. FORUM manages investment portfolios, develops financial plans, and offers advice on investments. As part of its portfolio management services, FORUM may recommend one or more third-party sub-advisers to manage all or a portion of the client's investment portfolio.
Assets Under Management$400M
Clients635
Advisors7
Avg. per Client$640K
Avg. per Advisor$58M
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Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M+ | 0.75% |
Fees negotiable above $2,500,001. The total managed account fee will include FORUM’s tiered fee, plus a model manager and platform fee if a sub-adviser platform is utilized (sub-adviser’s fee portion is non-negotiable).
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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