Assets Under Management
$932.3M
Number of Clients
773
Number of Advisors
7
Average Client AUM
$1.2M
AUM per Advisor
$133.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
FORM Wealth Advisors provides holistic financial planning services for a flat fee and ongoing portfolio management services tailored to individual client goals and risk tolerance. They also offer company 3(38) retirement plan consulting services. They refer clients to other agents for annuities and insurance.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.40% |
| $20.0M - $30.0M | 0.30% |
| $30M+ | 0.20% |
Fees are negotiable.
431 Geneva National Ave S, Lake Geneva, WI, 53147-4881