Daniel Cohen
Daniel Cohen is a registered investment advisor at Thurston Springer Advisors, based in Deerfield, IL, with 33 years of industry experience. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 6,759 clients with $3.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Thurston Springer uses third-party portfolio advisors, and clients pay a fee based on the third-party's fee schedule. Thurston Springer retains a portion of this fee. The overall advisory fee is negotiable. Clients will have some cash in their account to cover advisory fees. Clients may pay additional fees or expenses in a third-party advisory account, such as ticket charges, IRA fees, and wire fees.
Location
Deerfield, IL
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Regulatory History (1)
Customer Dispute
November 1997Other Business Activities
Daniel is the president of Cohen Capital Management Group, Inc., dedicating full-time hours to offering investment services. He also works as a tax consultant for Thorson Tax and Financial, spending about 10-20% of his time preparing tax returns, and works minimal time as a DoorDash driver.
Employment History
Current Registrations
Thurston Springer Advisors
Thurston, Springer, Miller, Herd & Titak, INC.Broker
Previous Registrations
Thurston Springer Financial
Nations Financial Group, INC.
Nations Financial Group, INC.Broker
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
UBS Painewebber INC.
UBS Painewebber INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.