Forrest Morrow
Forrest Morrow is a registered investment advisor at Evidence Based Investing, LLC, based in San Clemente, CA, with 23 years of industry experience. Forrest operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth. Their firm serves 3 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $4.0M | 1.40% |
| $4M+ | 1.00% |
These fees are negotiable. EBI receives a portion of the advisory fee from the third-party advisor (e.g., Matson Money). Up to $4,000,000: 0.90% to EBI, 0.50% to Matson Money. Over $4,000,000: 0.75% to EBI, 0.25% to Matson Money.
Fee Estimator
Location
San Clemente, CA
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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 ActivitiesSells Insurance
Forrest provides financial planning, including estate planning, and insurance/risk management services to clients. These insurance products are sold through a separate entity.
Employment History
Current Registrations
Evidence Based Investing, LLC
Previous Registrations
Securian Financial Services, INC.
State Registrations1 state
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.