Perry Piazza is a registered investment advisor at Cogent Investment Advisors LLC, based in San Francisco, CA, with 20 years of industry experience. Perry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment 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 | 0.90% |
| $1M+ | 0.70% |
Flat fee option available and negotiable for clients with over $1 million in assets under management.
Fee Estimator
Location
San Francisco, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Perry is a 5% owner and CFO of Bardolph Automation Inc., a company that creates software to control smart light bulbs. He spends minimal time on this non-compensated, non-investment-related role, attending board meetings and assessing commercialization plausibility.
Employment History
Current Registrations
Cogent Investment Advisors LLC
Previous Registrations
Blue Hall Capital
Zions Capital Advisors, INC.
State Registrations1 state
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