Jonathon Cohen
Jonathon Cohen is a registered investment advisor at Pacific Shores Investment Advisors, based in Laguna Beach, CA, with 21 years of industry experience. Jonathon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.95% |
| $500K - $5.0M | 1.75% |
| $5M+ | 1.75% |
Fees are negotiable for accounts over $5,000,001.
Fee Estimator
Location
Laguna Beach, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Jonathon works as a financial advisor for In and Out Burger, Inc., advising principals on investment-related matters. This takes about a quarter of his time.
Employment History
Current Registrations
Pacific Shores Investment Advisors
Previous Registrations
Pacific Shores Investment Advisors
Morgan Stanley & CO. Incorporated
Morgan Stanley
State Registrations1 state
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