Advisor at Forest Asset Management LLC
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Firm
Forest Asset Management LLC
Location
Riverside, IL 60546
Credentials
Series 65
Industry experience
6 years
Tyler May is a financial advisor at Forest Asset Management LLC with six years of industry experience. He holds a Series 65 designation and has worked at Forest Asset Management since 2018, following three years at ConAgra Brands. Forest Asset Management LLC serves individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, asset-allocation driven investment approach based on Modern Portfolio Theory, primarily using passive and evidence-based mutual funds and ETFs, with discretionary portfolio management and financial planning services.
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
2018 - Present (8 years)
ConAgra Brands
2015 - 2018 (3 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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Broker-dealer / trader
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Bank
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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
They offer tax and accounting services, typically for separate fees.
Lawyer
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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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