Top financial advisors in Berwyn, IL
We’ve curated a list of the best financial advisors in Berwyn, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$151,887,502
Number of advisors
3 advisors
| $151,887,502 | 3 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Berwyn, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Berwyn. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Forest Asset Management LLC
Forest Asset Management, LLC (FAM) is a registered investment adviser located in Riverside, IL, established in 2006. FAM specializes in managing investment portfolios for individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm's investment strategy is rooted in Modern Portfolio Theory, focusing on long-term diversified portfolios primarily using passive mutual funds and Exchange Traded Funds (ETFs). FAM may also recommend individual equity securities in certain situations. Clients have the option to impose restrictions on FAM's discretionary authority over their investments. FAM's fee structure for investment management services is based on a percentage of assets under management, ranging from 0.60% for accounts over $5 million to 1.25% for accounts between $200,000 and $499,999. The minimum account size for investment management services is $200,000, with a minimum quarterly fee of $625. Financial planning services are offered on an hourly basis at a rate of $350 per hour. FAM does not charge performance-based fees and acts as a fiduciary, putting clients' best interests first. The firm does not vote on client securities proxies and does not accept authority to vote on behalf of clients. Clients are responsible for voting proxies and handling legal proceedings related to securities in their portfolios. FAM has no disciplinary information and maintains financial stability to meet its commitments to clients.
$151,887,502 under management
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting ServicesSelection Of Other Advisers
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Berwyn, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Berwyn. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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