West Cohan is a CFP-designated registered investment advisor at Investlinc Wealth Services, based in Brea, CA, with 11 years of industry experience. West operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 158 clients with $95M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. IWS also charges 1.00% annually, billed quarterly, for due diligence, reporting, and pricing of private investment assets.
Fee Estimator
Location
10 Pointe Dr., Suite 150, Brea, CA, 92821
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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 Activities
West is the CFO and founder of Lémore, a skincare company, since 2016. He spends minimal time on this activity, which includes accounting, tax preparation, and insurance management.
Employment History
Current Registrations
Investlinc Wealth Services
Previous Registrations
Investlinc Wealth Services
Investlinc Wealth Services
State Registrations2 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.