Marc Cobane
Marc Cobane is a registered investment advisor at Alpha Financial Partners LLC, based in Lexington, KY, with 21 years of industry experience. Marc operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning. Their firm serves 402 clients with $460M 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 | 0.80% |
| $1.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.25% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Location
319 Cedar St., Suite 201, Lexington, KY, 40508
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
Marc is dually-registered with Alpha Financial Partners LLC and Purshe Kaplan Sterling Investments, Inc., spending most of his time as an investment advisor representative. He also dedicates about 10% of his time to insurance sales.
Employment History
Current Registrations
Alpha Financial Partners LLC
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
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.