Financial Forum, Inc. is a registered investment advisor located in Spokane, Washington, providing comprehensive investment management and financial planning services. Operating as a wrap fee program, Financial Forum assists individuals, high net worth individuals, businesses, and nonprofit organizations with asset management, investment consulting, education funding, risk management, tax management, retirement planning, estate planning, and employee or executive benefits. Financial Forum builds client portfolios using Modern Portfolio Theory, focusing on systematic diversification across asset classes such as stocks, bonds, commodities, and real estate investment trusts, while utilizing mutual funds, exchange-traded funds, and separately managed accounts. Financial Forum is owned by Jeff and Landy Comstock, and the firm does not have any asset minimums for opening an account.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.70% |
Fees are generally not negotiable. The advisory fee covers typical custodian commissions under the wrap fee program.