Marest Capital, LLC offers investment advisory services to individuals, trusts, pension plans, and businesses. As a fiduciary, Marest Capital aims to act in the client's best interest by understanding their financial goals, risk tolerance, and time horizon. Marest Capital may use third-party money managers to implement investment portfolios. Comprehensive Portfolio Management services are offered through wrapped accounts.
Assets Under Management$240M
Clients73
Advisors2
Avg. per Client$3.3M
Avg. per Advisor$120M
Fee Structure
Investment management only (planning not offered)
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.
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