Alan Cohn is a CFP-designated registered investment advisor at Sage Financial Group INC., based in West Conshohocken, PA, with 27 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,057 clients with $3.6B 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.30% |
| $10M+ | 0.25% |
Minimum Assets Under Management: $1,000,000. The minimum threshold for fees and/or Assets Under Management is at times adjusted based upon an estimation of the complexity and time anticipated for the services to be rendered. In situations where a client’s account assets do not meet the minimum asset level, the Registrant may negotiate a flat fee or charge a higher annual fee percentage than disclosed in the standard fee schedule above.
Fee Estimator
Location
Five Tower Bridge, 300 Barr Harbor Drive, Suite 200, West Conshohocken, PA, 19428
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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
Alan is co-president of several investment-related companies including Sage Financial Group, Sage Real Estate Group, Sage Real Estate Management Co., Cohn Management Group, and Sage Investment Group, dedicating nearly all of his time to these ventures. He also serves as a fund advisory committee member for an unaffiliated venture capital fund, spending minimal time on this activity.
Employment History
Current Registrations
Sage Financial Group INC.
State Registrations1 state
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