Overview
- Headquarters
- Fishers, IN
- Total Firm Assets
- $403 million
- Average High-Net-Worth Client Portfolio Size
- $2.1 million
Fee Disclosure
Source: FORUM SOLUTIONS GROUP, LLC DBA FORUM PRIVATE CLIENT GROUP ADV PART 2A (2026-02-20)
· View brochure text
Latest filing: FORUM SOLUTIONS GROUP, LLC DBA SAFISLIFE ADVISORS ADV PART 2A (2026-02-20)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $250,000 | 1.25% |
| $250,001 | $1,000,000 | 1.00% |
| $1,000,001 | $2,500,000 | 0.75% |
| $2,500,001 | and above | Negotiable |
Stated Minimum Annual Fee: $1,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,625 | 1.06% |
| $5 million | Negotiable | Negotiable |
| $10 million | Negotiable | Negotiable |
| $50 million | Negotiable | Negotiable |
| $100 million | Negotiable | Negotiable |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 60.36%
- Number of High-Net-Worth Clients
- 115
- Total Client Accounts
- 1,490
- Discretionary Accounts
- 1,411
- Non-Discretionary Accounts
- 79
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 143075
- FORUM SOLUTIONS GROUP, LLC DBA FORUM PRIVATE CLIENT GROUP ADV PART 2A (2026-02-20) (fee schedule source) · View brochure text
- FORUM SOLUTIONS GROUP, LLC DBA SAFISLIFE ADVISORS ADV PART 2A (2026-02-20) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗