Benjamin Cohen is a registered investment advisor at Marest Capital, LLC, based in Encino, CA, with 2 years of industry experience. Benjamin 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.
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Benjamin works as a real estate agent for Levine Realtors since 2022. This activity is investment-related and requires minimal time.
Employment History
Current Registrations
Marest Capital, LLC
State Registrations1 state
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