Matt Cohen is a CFP-designated registered investment advisor at West Financial Services, INC., based in Rockville, MD, with 20 years of industry experience. Matt 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, High Net Worth, and 2 more. Their firm serves 919 clients with $2.6B 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $7.0M | 0.50% |
| $7.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Accounts may be aggregated to meet the $1 million minimum relationship size or to achieve higher asset levels and lower annual fee breakpoints. The minimum may be waived by WFS in its discretion.
Fee Estimator
Location
14941 Shady Grove Road, Rockville, MD, 20850
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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 →Employment History
Current Registrations
West Financial Services, INC.
Previous Registrations
Fortigent, LLC
Lydian Wealth Management Company, LLC
State Registrations2 states
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