Mark Pesavento is a CFP, PFS-designated registered investment advisor at Forest Asset Management LLC, based in Riverside, IL, with 19 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 114 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.60% |
For clients with AUM greater than $7 million, the standard fee rate is typically 0.60%. However, there is flexibility to negotiate fees based on specific factors such as the complexity of the account or client relationship and the unique needs of the client. In some circumstances a flat fee can be negotiated annually.
Fee Estimator
Location
345 E. Burlington Street, Suite C1, Riverside, IL, 60546
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mark is the president and 100% owner of Cleco Industrial Fasteners Inc. and spends about a quarter of his time serving as the outside controller. He also owns Mark S. Pesavento, LLC, a business consulting firm, and dedicates about a quarter of his time providing business consulting, transition, and valuation services.
Employment History
Current Registrations
Forest Asset Management LLC
State Registrations2 states
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