Paul Cohen is a registered investment advisor at Marest Capital, LLC, based in Encino, CA, with 7 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 73 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Marest Capital offers referrals to third-party money managers. The maximum annual fee charged for this service will not exceed 1.40%. This fee is in addition to any fees assessed by the chosen third-party money manager. Wrap clients will not incur transaction costs for trades.
Location
16255 Ventura Blvd, Suite 505, Encino, CA, 91436
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Paul is the President and a registered agent for TWC Sports Management, representing professional athletes. This activity is not investment-related.
Employment History
Current Registrations
Marest Capital, LLC
Previous Registrations
Changepath, LLC
Partnervest Advisory Services LLC
Partnervest Advisory Services LLC
Partnervest Advisory Services LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.