YC
YC

Ygal Cohen

17 Years of Experience
Miami, FL

Ygal Cohen is a registered investment advisor at Asg Capital, based in Miami, FL, with 17 years of industry experience. Ygal operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth. Their firm serves 30 clients with $75M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
30 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$75.3M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1000K1.75%
$1M+1.50%

Fees are negotiable. Lower fees for comparable services may be available from other sources.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

150 SE 2nd Avenue, Suite 704, Miami, FL, 33131

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Ygal owns YCO LLC, a real estate company that owns a shopping mall, but devotes no time to it during trading hours. Through his ownership of ASG Asset Management, Inc., Ygal also acts as a sponsor and advisor to two pooled investment vehicles offered exclusively to non-US citizens.

Employment History
Current Registrations
Asg Capital
January 2009 - Present · 17 yrs 4 mos
Previous Registrations
Jefferies Investment Advisers, LLC
June 2008 - July 2008 · 1 mo
State Registrations1 state
FL
Advisor

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.

Exams
No exam information available for this advisor.