Advisor at Forest Asset Management LLC
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Firm
Forest Asset Management LLC
Location
Riverside, IL 60546
Credentials
CFP®, PFS™, Series 65
Industry experience
19 years
Joann May is a CFP® and PFS™ credentialed financial advisor with 19 years of industry experience. She has been with Forest Asset Management LLC since 2006. In addition to her advisory role, she serves as a general partner in an investment club, Riverside Fund Money Club, since 1995. Forest Asset Management LLC provides discretionary portfolio management and financial planning services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm follows a long-term, asset-allocation-driven investment approach using primarily passive and evidence-based funds, supported by written investment policy statements and portfolio modeling techniques.
Based on Forest Asset Management LLC
Based on Forest Asset Management LLC
Flat fees may be negotiated annually for accounts over $7 million
$200,000 - $499,999: 1.25% $500,000 - $999,999: 1.00% $1,000,000 - $1,999,999: 0.90% $2,000,000 - $2,999,999: 0.80% $3,000,000 - $4,999,999: 0.70% $5,000,000+: 0.60%
Financial Planning fees at $350 per hour
Account minimum: $200,000 Minimum fee: Minimum quarterly fee amount of $625 Fee-only: Investment management fees are separate; no commissions charged by FAM.
345 E. Burlington Street, Suite C1
Riverside, IL 60546
Illinois · Indiana
Forest Asset Management LLC
2006 - Present (20 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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