Lori Cohane is a registered investment advisor at Asset Preservation Advisors, LLC, based in New York, NY. Lori operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Socially Responsible Investing. Their firm serves 3,029 clients with $11B 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 | 0.35% |
Rates vary by strategy: Short-Term Tax-Exempt is 0.20%, High Quality Intermediate, Taxable Municipal, and Positive Impact are 0.35%, and Enhanced Intermediate Tax-Exempt is 0.40%. Fees are negotiable.
Fee Estimator
Location
400 Madison Ave, Suite 9D, New York, NY, 10017
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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
Asset Preservation Advisors, LLC
State Registrations2 states
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.
Exams
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