Cohen Investment Advisors provides financial planning, consulting, and investment management services. They analyze client information to assess their current situation, define their goals, and determine what should be done to meet those goals. Cohen Investment Advisors manages client investment portfolios, primarily on a discretionary basis, allocating assets among various models based on proprietary research.
Assets Under Management$230M
Clients226
Advisors3
Avg. per Client$1M
Avg. per Advisor$75M
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Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Minimum Annual Fee:$2,500
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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