Peggy Schluter is a CFP-designated registered investment advisor at Cozad Asset Management INC, based in Champaign, IL, with 34 years of industry experience. Peggy 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. Their firm serves 2,015 clients with $2.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cozad Asset Management's fees for ongoing investment management are negotiable and range up to 1.70% annually, depending on the size, nature, and asset mix of the account. Fees are billed quarterly in arrears, based on the market value of the assets managed.
Location
2501 Galen Drive, Champaign, IL, 61821
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Cozad Asset Management INC
Previous Registrations
M Holdings Securities, INC.Broker
Fsc Securities CorporationBroker
State Registrations1 state
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