Jeffrey Cobb
Jeffrey Cobb is a registered investment advisor at Cobb Wealth Management, LLC, based in Kansas City, MO, with 28 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 66 clients with $30M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Minimum annual fee of $1,000, but this may be waived or lowered at Cobb Wealth Management's discretion. Fee is negotiable.
Fee Estimator
Location
1050 West Blue Ridge Blvd., Kansas City, MO, 64145
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2008Employment History
Current Registrations
Cobb Wealth Management, LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Banc of America Investment Services, INC.
State Registrations3 states
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