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
Ashland, OR 97520
Credentials
Series 65
Industry experience
< 1 year
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
2025 - Present (1 year)
Money Juice
2024 - Present (2 years)
Dance Initiative
2020 - 2024 (4 years)
Clark's Oyster Bar
2019 - 2020 (1 year)
Go Go Go Coaching
2019 - 2023 (4 years)
Freelance travel copywriter
2019 - 2020 (1 year)
Fly Water Travel
2019 - 2020 (1 year)
Dance Initiative
2018 - 2019 (1 year)
Trail Runner Magazine (Big Stone Publishing)
2018 - 2019 (1 year)
Mi Chola
2017 - 2018 (1 year)
Town Restaurant
2017 - 2017 (1 year)
Harvey's Place Restaurant
2015 - 2016 (1 year)
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.
Series 66
Medford, OR
Edward Jones
Series 66
Central Point, OR
Edward Jones
Series 66
Ashland, OR
Edward Jones
CFP®, Series 63, Series 65
Medford, OR
Edward Jones
Series 66
Central Point, OR
Penfield Investments LLC
CFP®, Series 63
Ashland, OR
Jaffe Financial Services, LLC
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