James Perry is a CFP-designated registered investment advisor at Cohen Investment Advisors, LLC, based in Amesbury, MA, with 6 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 226 clients with $230M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fee rates may vary for existing clients. Clients with more complex needs may be charged up to a 1.00% surcharge.
Fee Estimator
Location
Boston North Technology Park, 110 Haverhill Road, Suite 502, Amesbury, MA, 01913
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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
Cohen Investment Advisors, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Natixis Distribution, LLCBroker
State Registrations3 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.