Albert Daniels
Albert Daniels is a registered investment advisor at Coho Advisory Services, LLC, based in Anchorage, AK, with 26 years of industry experience. Albert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 150 clients with $37M 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 $250K | 1.00% |
| $250K - $500K | 0.70% |
| $500K - $1.0M | 0.55% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $3.0M | 0.45% |
| $3M+ | 0.40% |
Fees are negotiable. Clients will pay Coho's standard fee in addition to the standard fee for AssetMark. The fees will not exceed any limit imposed by any regulatory agency. The total fees charged by both parties will not exceed 3% of assets under management per year.
Fee Estimator
Location
3150 C Street, Suite 240, Anchorage, AK, 99503
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
Albert is a general agent for Coho Financial Group LLC, engaging in insurance and annuity sales, which takes nearly full-time. He also serves as Founder/Advisor for Allyfe Pregnancy Clinics, a non-profit, dedicating minimal time to committee meetings.
Employment History
Current Registrations
Coho Advisory Services, LLC
Previous Registrations
Ameritas Advisory Services, LLC
Ameritas Advisory Services
Ameritas Investment Company, LLCBroker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
On Investment Management CO
The O.N. Equity Sales CompanyBroker
Country Trust Bank
Country Capital Management CompanyBroker
State Registrations7 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.