Brian Cohoon is a CFP-designated registered investment advisor at Castellan, based in Louisville, KY, with 27 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 22 clients with $500M 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 | Included |
| $1.0M - $4.0M | Included |
| $4.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.75% |
| $25.0M - $50.0M | 0.50% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.20% |
For clients with $10MM+, they offer a choice between a performance-based fee schedule and a tiered fee schedule. CASTELLAN also offers cash management solutions through government securities at .15%. Fees are negotiable subject to additional services for clients and the discretion of management.
Fee Estimator
Location
2011 Lake Point Way, Suite 001, Louisville, KY, 40223
Get directionsHistory
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
Brian sells non-variable insurance products, including fixed life and fixed annuities. He is also a consultant for Ashley Rountree, a nonprofit organization consultant.
Employment History
Current Registrations
Castellan
Previous Registrations
Oneamerica Securities, INC.Broker
Oneamerica Securities, INC.
Context Financial LLC
Inspire Advisors, LLC
Inspire
Lincoln Financial Securities CorporationBroker
Lincoln Financial Securities Corporation
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Jefferson Pilot Securities CorporationBroker
G. A. Repple & CompanyBroker
G. A. Repple & Company
Alexander Investment Services CO.Broker
Atlas Brokerage Company, L.P.Broker
Sunamerica Securities, INC.Broker
American General Securities IncorporatedBroker
Uslife Equity Sales CORP.Broker
Edward D. Jones & CO., L.P.Broker
State Registrations2 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.