Forrest Friedow
Forrest Friedow is a registered investment advisor at Vestia Personal Wealth Advisors, based in Fort Wayne, IN, with 24 years of industry experience. Forrest operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 3,829 clients with $830M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
This fee schedule applies to the Vestia Disciplined Wealth Management Platform and all Private Capital Assets. Vestia Legacy clients have a different fee schedule. The Emerging Wealth Management platform has a 0.50% annual fee plus a separate platform fee charged by Betterment.
Fee Estimator
Location
9121 Illinois Road, Suite 51, Fort Wayne, IN, 46804
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Regulatory History (1)
Customer Dispute
June 2015Other Business ActivitiesSells Insurance
Forrest is a partner/owner in several entities, including Vestia Advisors LLC (an SEC registered investment advisor), Vestia Insurance LLC (a fixed insurance agency), Vestia Holdings LLC, Vestia Ventures LLC, and Vestia Brokerage LLC. He also dedicates minimal time to other ventures, including Loud Capital LLC and Mammoth Investors LLC.
Employment History
Current Registrations
Vestia Personal Wealth Advisors
Previous Registrations
Mammoth ResearchBroker
Ausdal Financial Partners, INC.Broker
Larson Financial Group, LLC
Larson Financial Securities, LLCBroker
Securian Financial Services, INC.
Cri Securities, LLC
Cri Securities, LLCBroker
Securian Financial Services, INC.Broker
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.