Cogent Private Wealth offers financial planning and investment management services. Financial planning includes evaluating financial objectives, identifying problems, cash flow management, tax planning, insurance review, education funding, retirement planning, and estate planning. Investment management services are offered on both a discretionary and non-discretionary basis. Cogent may recommend private investments for accredited investors.
Assets Under Management$110M
Clients238
Advisors1
Avg. per Client$470K
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
The annual fee may be negotiable. For alternative investments that are illiquid, the annual advisory fee is no more than 0.25% of the most recent asset value.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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