Richard Cohn is a registered investment advisor at American Investors CO, based in San Ramon, CA, with 38 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 762 clients with $580M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
In lieu of the tiered schedule, a fixed percentage fee of 1.5% may be charged. A fixed annual fee payable at agreed-upon intervals throughout the year may be charged for asset management services and/or a combination of asset management and other advisory services. Fees are negotiable.
Fee Estimator
Location
12667 Alcosta Blvd., Suite 160, San Ramon, CA, 94583
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Richard is the owner and managing member of Crestmont Advisors, LLC, a registered investment advisor, since 2013. He dedicates nearly full-time hours to this role, acting as chief administrator, compliance officer, and sole investment manager.
Employment History
Current Registrations
American Investors CO
American Investors Company
American Investors CompanyBroker
Previous Registrations
Crestmont Advisors, LLC.
American Investors CO
American Investors CompanyBroker
Financial West GroupBroker
American Investors CompanyBroker
Baraban Securities, INC.Broker
Private Ledger Financial Services, IncorporatedBroker
Trafalgar Securities CORP.Broker
State Registrations1 state
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