Forum Financial Management offers portfolio management and financial planning services tailored to individual client needs. They manage investments using model portfolios based on client goals and risk tolerance. Forum also provides qualified plan services and sub-advisory services to other firms. Forum primarily uses Dimensional Fund Advisors (DFA) funds but may use other investments when appropriate. Forum does not manage alternative investments.
Assets Under Management$9B
Clients5,535
Advisors105
Avg. per Client$1.6M
Avg. per Advisor$86M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
105 Advisors at this firm
Page 1 of 6