Cohesion Wealth Management offers investment advisory services to individuals, high-net-worth individuals, foundations, employer-sponsored retirement plans, charitable organizations, institutions, trusts, and estates. Cohesion manages advisory accounts on a discretionary and non-discretionary basis, primarily investing in stocks, bonds, ETFs, and mutual funds. Financial planning services are included with investment advisory services, and stand-alone financial planning is available upon request.
Fee Structure
Cohesion Wealth Management charges a quarterly fee based on the value of your account. The maximum annual advisory fee is 1.75%. This fee covers advisory services, trade entry, investment supervision, and account maintenance. The fee may be debited directly from your investment account or paid separately. Fees may vary based on the size of the account, complexity of the portfolio, or other reasons agreed upon. Financial planning services are included in the investment management fees.