Richard Horwitch is a registered investment advisor at Cohen Capital, based in Chicago, IL, with 38 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Cohen Capital's wealth management fees range from 0.75% to 2.00% annually, based on the scope and complexity of services, the amount of assets managed, and the overall relationship. The fees are paid quarterly, in advance. There is a $10,000 minimum annual fee. The wealth management fee includes securities transaction fees and custody fees.
Location
303 East Wacker Drive, Suite 2103, Chicago, IL, 60601
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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 →Employment History
Current Registrations
Cohen Capital
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Northern Trust Securities, INC
Northern Trust Securities, INC
Vision Investment Services, INC.Broker
Invest Financial CorporationBroker
Northern Trust Securities, INC.Broker
Metro Equities CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.