Dennis Cotnoir
Dennis Cotnoir is a registered investment advisor at Money Concepts Advisory Service, based in Mission Viejo, CA, with 24 years of industry experience. Dennis is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 17,032 clients with $4.1B 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 $1.0M | 1.30% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Fees vary by program. Standard Guided Portfolio Solutions program typically charges 2.5% annually. Pension and MAP programs use tiered schedules ranging from 1.30% down to 0.60% annually.
Fee Estimator
Location
27201 Puerta Real, Suite 300, Mission Viejo, CA, 92691-8590
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2015Other Business Activities
Dennis is a Certified Public Accountant (CPA) and Certified Fund Specialist (CFS) who has owned a tax return and accounting business since 1976. This takes about half of Dennis's time and occurs during securities trading hours.
Employment History
Current Registrations
Money Concepts Advisory Service
Money Concepts Capital CORPBroker
State Registrations6 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.
Exams
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