Advisor at Fordham Financial Services, Inc.
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
Fordham Financial Services, Inc.
Location
Lilburn, GA 30047
Credentials
CFP®, Series 63, Series 65
Industry experience
22 years
Robert Fordham is a CFP® with 22 years of experience in financial advising and is the principal of Fordham Financial Services, Inc., an independent firm he has led since 1999. He is also a practicing CPA, providing accounting and tax services alongside his advisory work. Fordham Financial Services, Inc. manages approximately $24.8 million for around 41 clients, primarily individual and high-net-worth investors and trusts. The firm offers financial planning, discretionary portfolio management, and project-based tax and small-business consulting, utilizing a long-term investment approach that combines fundamental and technical analysis.
Based on Fordham Financial Services, Inc.
Based on Fordham Financial Services, Inc.
$0 - $2,500,000: 1.00% Over $2,500,000+: Negotiable
$250 per hour for Financial Planning Services, billed upon completion of services; consulting fees negotiated and billed separately
3100 Five Forks Trickum Road, Suite 701
Lilburn, GA 30047
Georgia
Fordham Financial Services, Inc.
1999 - Present (27 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.
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.
Lawyer
They provide legal services, typically billed separately.
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.
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