Saul Cohen
Saul Cohen is a ChFC-designated registered investment advisor at Wealth with Wisdom Advisors, INC., based in Palm Beach Gardens, FL, with 23 years of industry experience. Saul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Wealth With Wisdom refers clients to Matson Money, Inc. to manage client accounts. Wealth With Wisdom receives the management fees collected by Matson Money. The annual fee ranges from 0.25% to 1.2% of the assets and is negotiable.
Location
2000 Pga Blvd, Suite 4440, Palm Beach Gardens, FL, 33408
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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 ActivitiesSells Insurance
Saul is involved with the Gemini Club Home Owners Association, dedicating minimal time to managing a residential building. Saul is also an independent insurance agent doing business as Wealth With Wisdom Financial Services since 1998, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
Wealth with Wisdom Advisors, INC.
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLC
State Registrations5 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.