Cozad Asset Management offers continuous investment advice based on client goals, financial planning, and insurance consultation. Cozad manages investments for individuals, corporations, trusts, and retirement plans. Cozad may also provide model portfolio strategies to platform providers. Cozad's investment philosophy is guided by diversification and a disciplined approach.
Assets Under Management$2.2B
Clients2,015
Advisors20
Avg. per Client$1.1M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Cozad Asset Management's fees for ongoing investment management are negotiable and range up to 1.70% annually, depending on the size, nature, and asset mix of the account. Fees are billed quarterly in arrears, based on the market value of the assets managed.
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