Forum Wealth Group manages investment portfolios and offers financial planning services tailored to each client's goals, time horizon, and risk tolerance. Forum Wealth Group builds portfolios using modern portfolio theory and various investment types, including mutual funds, exchange-traded funds, individual stocks and bonds, real estate funds, and alternative investments. In addition to ongoing portfolio management, Forum Wealth Group offers focused advisory consulting for specific needs such as retirement income strategies, tax planning, estate reviews, and business succession planning.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.0M | 1.25% |
| $2M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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