Jean Cocinescu is a registered investment advisor at Atcap Partners, LLC, based in New York, NY, with 16 years of industry experience. Jean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 218 clients with $63M 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 $250K | 2.75% |
| $250K - $1.0M | 2.50% |
| $1M+ | 2.00% |
Maximum annual fee. No transaction fees. Transaction fees may be paid by the client, resulting in a lower AUM fee.
Fee Estimator
Location
80 Broad Street, 29th Floor, New York, NY, 10004
Get directionsHistory
Regulatory History (1)
Criminal
October 2008Other Business Activities
Jean is an advisor at ATCAP Partners, LLC and a sole proprietor for real estate and bookkeeping through Aubrey Cooper Inc. The latter takes a few hours per week and is not investment-related.
Employment History
Current Registrations
Atcap Partners, LLC
Ceros Financial Services, INC.Broker
Previous Registrations
National Asset Management, INC.
National Securities CorporationBroker
State Registrations50 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.