How does the advisor help clients – Key Takeaways:
Forum Partners Investment Management LLC provides expert financial management and advice, helping clients achieve their goals and grow their wealth.
Their team of professionals uses a comprehensive approach, utilizing their wealth of knowledge and expertise in the financial industry to guide clients through investment strategies and opportunities.
With a focus on personalized attention and tailored solutions, Forum Partners Investment Management LLC ensures that each client’s unique needs and circumstances are taken into account.
Facts and Insights:
As of 2021, Forum Partners Investment Management LLC has:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 20 | 15 years |
These numbers reflect the success and growth of the firm, solidifying their position as a trusted and reputable financial advisor.
Financial Services Offered:
Forum Partners Investment Management LLC offers a range of financial services, including:
- Asset management
- Portfolio management
- Investment strategies
- Tax planning
- Estate planning
- Retirement planning
Their diverse range of services allows for a holistic approach to financial management, giving clients the tools and resources necessary to achieve their financial goals.
Client Types:
Forum Partners Investment Management LLC serves a variety of clients, including:
- High-net-worth individuals
- Business owners
- Retirees
- Families
- Institutional investors
Their wide range of clientele speaks to their ability to cater to the unique needs and preferences of each individual or entity.
Fees & Compensation:
Forum Partners Investment Management LLC is a fee-based advisor, meaning they receive compensation based on a percentage of assets under management rather than commissions on products sold.
The exact fee structure may vary depending on the size and complexity of a client’s portfolio, and all fees are fully disclosed and discussed with the client before any services are rendered.
Background:
Forum Partners Investment Management LLC was founded in 2006 and is based in Los Angeles, California. Their team of experienced professionals boasts a wealth of knowledge and expertise in the financial industry, allowing them to provide expert guidance to their clients.
Financial Advisor Disclosures to Know:
Forum Partners Investment Management LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). As such, they are held to a fiduciary standard, meaning they are legally obligated to act in the best interests of their clients at all times.
They have a clean record with no disciplinary actions or regulatory incidents to report, solidifying their reputation as a trustworthy and reliable financial advisor.