FORM Wealth Advisors offers comprehensive wealth management services, including ongoing portfolio management and flat-fee financial planning. The firm helps individuals, families, and business owners navigate various financial stages, such as retirement planning, tax strategies, insurance reviews, estate planning, education funding, and business succession. FORM Wealth Advisors tailors its investment management services to each client's specific risk tolerance, goals, and time horizon through personalized asset allocation and regular portfolio monitoring. The firm operates as a registered investment advisor and is entirely owned by Tyson Ray.
Assets Under Management$1.1B
Clients794
Advisors8
Avg. per Client$1.3M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...