Donald Cohen is a registered investment advisor at World Equity Group, INC., based in Schaumburg, IL, with 24 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 3,151 clients with $940M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WEG offers several investment management programs, each with its own fee structure. These programs include Compass Asset Management, Customized Asset Management Programs, RBC Advisor Program, Schwab Advisor Program, Adhesion Money Management Program, and Reps Choice Money Management Program. Fees are based on the value of your investments and are negotiable. You can end your advisory contract at any time and receive a refund for the unused portion of your fees.
Location
425 N Martingale Road, Suite 1220, Schaumburg, IL, 60173
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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 ActivitiesSells Insurance
Donald is a self-employed CPA and independent insurance agent since 1982, dedicating about half his time to these activities. He is also CEO of Med Receivables Advisor LLC, spending about half his time on medical billing, and is involved in several real estate ventures and a golf club board, requiring minimal time.
Employment History
Current Registrations
World Equity Group, INC.
World Equity Group, INC.Broker
Previous Registrations
Regal Securities, INC.Broker
Midamerica Financial Services, INC.Broker
Regal Advisory Services, INC.
New England Securities Corporation
New England SecuritiesBroker
H.G. Wexler, INC.Broker
State Registrations10 states
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