Douglas Cobb is a CFP-designated registered investment advisor at Cobb Financial, LLC, based in Lee, NH, with 22 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 18 clients with $8.2M 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 $50K | 1.50% |
| $50K - $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K+ | 0.75% |
Client fees can be negotiated at a rate different from the standard schedule.
Fee Estimator
Location
Lee, NH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Cobb Financial, LLC
State Registrations1 state
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