Arthur M. Cohen & Associates offers investment advice and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other entities. They work with clients to define financial objectives and develop strategies to reach those objectives. Services include income tax planning, risk exposure, educational funding, retirement planning, charitable goals, insurance needs, cash flow management, asset allocation, capital planning, benefits plan design, and estate planning.
Assets Under Management$1B
Clients168
Advisors3
Avg. per Client$6.1M
Avg. per Advisor$340M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $7.0M | 0.75% |
| $7M+ | 0.75% |
For clients whose assets are invested in Peter Schoenfeld Asset Management, Arthur M. Cohen & Associates charges a fee equal to the amount that manager reduces their fee to the client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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