Daniel Cohen is a CFP-designated registered investment advisor at Cohen Investment Advisors, LLC, based in Bedford, NH, with 31 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 226 clients with $230M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fee rates may vary for existing clients. Clients with more complex needs may be charged up to a 1.00% surcharge.
Fee Estimator
Location
264 South River Road, Suite 414, Bedford, NH, 03110
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 Activities
Daniel is a board member for The Boys & Girls Club of Manchester since 2009 and a trustee for the Jewish Federation of New Hampshire since 2023, dedicating minimal time to each. He also helps manage the finances of his wife's pilates studio, Riverside Pilates LLC, spending a few hours per week.
Employment History
Current Registrations
Cohen Investment Advisors, LLC
Previous Registrations
UBS Financial Services INC.
Citigroup Global Markets INC.
State Registrations4 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.