Michael Coen is a registered investment advisor at East West Advisers, based in Furlong, PA, with 26 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 24 clients with $4.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
East West Advisers charges a percentage of your portfolio each year for investment management. The fees vary depending on the type of account:
- Special Situations Accounts: 3.00% of the account value, up to a maximum fee of $300.
- Investment Accounts:
- 1.50% on the first $100,000
- 1.25% on the next $400,000 (up to $500,000 total)
- 1.00% on the next $500,000 (up to $1,000,000 total)
- 0.75% on amounts over $1,000,000
- Defined-Contribution Retirement Accounts:
- 1.25% on the first $100,000
- 1.00% on the next $400,000 (up to $500,000 total)
- 0.75% on the next $500,000 (up to $1,000,000 total)
- 0.50% on amounts over $1,000,000
The minimum initial account size is $10,000.
Location
Furlong, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is the founder and only employee of MCC Advisory, a freelance consulting business that may be investment related. He is also the managing member of Horizons Capital LLC, an investment management company managing a small private fund.
Employment History
Current Registrations
East West Advisers
Previous Registrations
Seslia SecuritiesBroker
State Registrations3 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.