Michael Cohen is a registered investment advisor at Cohen Capital, based in Chicago, IL, with 54 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Cohen Capital's wealth management fees range from 0.75% to 2.00% annually, based on the scope and complexity of services, the amount of assets managed, and the overall relationship. The fees are paid quarterly, in advance. There is a $10,000 minimum annual fee. The wealth management fee includes securities transaction fees and custody fees.
Location
303 East Wacker Drive, Suite 2103, Chicago, IL, 60601
Get directionsHistory
Regulatory History (3)
Customer Dispute
November 2011Customer Dispute
June 2009Customer Dispute
December 2000Other Business Activities
Michael is a managing partner at Oak Grove Partners since 2017. He dedicates minimal time to this role.
Employment History
Current Registrations
Cohen Capital
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Bache & CO IncorporatedBroker
H. Hentz & CO., 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.