Andrew Cohn is a registered investment advisor at Focus Partners Wealth, LLC, based in Deerfield, IL, with 11 years of industry experience. Andrew 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 2 more. Their firm serves 62,466 clients with $180B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Focus Partners' fees for investment management are based on a percentage of the assets they manage for you. These fees are negotiable and can vary depending on factors like the amount you invest, the services you need, and where the client relationship originated. Clients typically pay a minimum fee of $5,000. For certain client relationships, a fixed fee rate is charged on a quarterly basis, in advance or in arrears, in place of the percentage of assets under management/advisement.
Location
520 Lake Cook Road, Suite 520, Deerfield, IL, 60015
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Andrew is a partner at Power of the Golf Ball, an indoor golf center, and occasionally helps with business activities, dedicating a few hours per week. He also spends about 10-20% of his time on golf product sales for A David Co. and a few hours per week consulting for Rotunda Strategy/MGM Golf Consulting.
Employment History
Current Registrations
Focus Partners Wealth, LLC
Northcoast Asset Management LLC
Previous Registrations
Kovitz Investment Group Partners, LLC
Strategic Wealth Partners
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
Kestra Investment Services, LLCBroker
PFS Investments INC.Broker
State Registrations1 state
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