Chasen Forrest is a registered investment advisor at Provenio Capital, based in Newport Beach, CA, with 2 years of industry experience. Chasen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Estate Planning, High Net Worth, and 3 more. Their firm serves 124 clients with $1.6B 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 $15.0M | 1.00% |
| $15.0M - $25.0M | 0.85% |
| $25.0M - $35.0M | 0.65% |
| $35.0M - $45.0M | 0.45% |
| $45.0M - $80.0M | 0.35% |
| $80.0M - $130.0M | 0.25% |
| $130M+ | 0.20% |
Fee schedule applies to alternative assets. Equities: 0.50%. Fixed Income: 0.25%. Standard fee schedule is negotiable based on several factors. Provenio Capital manages some accounts without charge at their discretion.
Fee Estimator
Location
4400 Macarthur Blvd., Suite 300, Newport Beach, CA, 92660
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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
Chasen works as a consultant on the business development side for NextUp, Inc, an application development company. This takes a few hours per week.
Employment History
Current Registrations
Provenio Capital
Previous Registrations
Mariner Independent
Beacon Pointe Advisors, LLC
Planmember Securities CorporationBroker
State Registrations1 state
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