Cosey Financial Services offers investment advice and financial planning to individuals and other clients. Services include creating and managing investment portfolios with stocks, bonds, ETFs, and other securities, as well as financial planning covering retirement, estate, tax, education, and real estate. Cosey Financial also provides retirement plan consulting to employer plan sponsors.
Assets Under Management$120M
Clients404
Advisors3
Avg. per Client$310K
Avg. per Advisor$41M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee charged for asset management services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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