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Mark Pesavento

Advisor at Forest Asset Management LLC

Updated today
Forest Asset Management LLC logo

Firm

Forest Asset Management LLC

Location

Riverside, IL 60546

Credentials

CFP®, PFS™

Industry experience

19 years

About

Mark Pesavento is a CFP® and PFS™ with 19 years of industry experience. He has worked at Forest Asset Management LLC since 2006 and previously operated his own consulting firm, Mark S. Pesavento LLC, providing business consulting, transition, and valuation services. He is also president and owner of Cleco Industrial Fasteners Inc., where he serves as outside controller. Forest Asset Management LLC advises individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, asset-allocation-driven investment approach using primarily passive and evidence-based mutual funds and ETFs, supported by written investment policy statements, portfolio modeling, and third-party sub-advisers.

Client services

Based on Forest Asset Management LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Forest Asset Management LLC

Passive / index investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business sale tax planning College savings (529s, UTMA, etc.)

Occupation focus

Based on Forest Asset Management LLC

Founder/Business Owner Retired

Fee options

Fixed

Flat fees may be negotiated annually for accounts over $7 million

Percentage

$200,000 - $499,999: 1.25% $500,000 - $999,999: 1.00% $1,000,000 - $1,999,999: 0.90% $2,000,000 - $2,999,999: 0.80% $3,000,000 - $4,999,999: 0.70% $5,000,000+: 0.60%

Project-based

Financial Planning fees at $350 per hour

Other

Account minimum: $200,000 Minimum fee: Minimum quarterly fee amount of $625 Fee-only: Investment management fees are separate; no commissions charged by FAM.

Location

345 E. Burlington Street, Suite C1

Riverside, IL 60546

Most active in

Illinois · Indiana

Work history

Mark S.. Pesavento LLC

2016 - Present (10 years)

HINRICHS+PESAVENTO LLC (f/k/a HINRICHSZENK+PESAVENTO LLC)

2015 - 2016 (1 year)

Forest Asset Management LLC

2006 - Present (20 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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