Stefan Cobb is a registered investment advisor at Focus Capital, LLC, based in Mount Vernon, WA, with 26 years of industry experience. Stefan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 54 clients with $39M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. The Focus Partners Optimus Fund also charges an annual 20% performance fee.
Fee Estimator
Location
Mount Vernon, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stefan is a partner at Focus Capital, LLC, since 2000, providing research and investment management services. His time is split equally between researching ideas and managing investment portfolios.
Employment History
Current Registrations
Focus Capital, LLC
Previous Registrations
Coldstream Wealth Management
State Registrations1 state
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