Jay Cohen is a CFP-designated registered investment advisor at Monterey Wealth, based in Atlanta, GA, with 24 years of industry experience. Jay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 157 clients with $300M 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 |
|---|---|
| Up to $10.0M | 1.50% |
| $10M+ | 1.50% |
Annual fees range up to 1.50% for accounts under $10,000,000. Fees for accounts of $10,000,000 or more are negotiable. Monterey Wealth has sole discretion to negotiate lower fees or waive them.
Fee Estimator
Location
200 Ashford Center North, Suite 220, Atlanta, GA, 30338
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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
Since 2005, Jay has been involved in the design and implementation of employee benefits, group life, disability, and retirement plans, focusing on non-variable insurance. This activity is investment-related and conducted at the reported business location.
Employment History
Current Registrations
Monterey Wealth
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
William E. Hamm & Associates,inc
Mutual Service CorporationBroker
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
Mutual Service CorporationBroker
State Registrations1 state
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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