Advisor at Forum Financial Management, LP
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Forum Financial Management, LP
Location
Ithaca, NY
Credentials
CFP®, Series 65
Industry experience
11 years
Financial Planning Services may be provided as standalone service for a negotiated fee; Educational Workshops and Seminars fees generally are flat fees per event or per participant; Sub-Advisory Services charged as flat fees payable quarterly in arrears.
$0 - $999,999: 1.20% $1,000,000 - $1,999,999: 1.00% $2,000,000 - $4,999,999: 0.80% $5,000,000+: 0.75%
Some supervised persons are registered representatives and/or licensed insurance agents receiving commissions from securities and insurance products sales.
Account minimum: $25,000 Minimum fee: Clients with less than $250,000 in investable assets engaging both Portfolio Management and Financial Planning Services may be subject to a minimum annual fee, negotiable up to a $3,000 ceiling annually.
Forum Financial Management, LP
2022 - Present (4 years)
Linda Parks, Financial Advisor, LLC
2013 - 2022 (9 years)
Linda Parks, CPA
2000 - Present (26 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
Ithaca, NY
Edward Jones
CFP®, Series 65
Ithaca, NY
S Conway Consulting, LLC
Series 66
Ithaca, NY
Centennial Wealth Management Inc.
Series 66
Ithaca, NY
Merryfield Barnes, LLC
CFP®, Series 63
Ithaca, NY
Anchor Capital Management, LLC
Series 65
Ithaca, NY
Fingerlakes Wealth Management, Inc.
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