Brian Cochran is a registered investment advisor at John Moore & Associates INC, based in Albuquerque, NM, with 20 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 6 more. Their firm serves 729 clients with $1B 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 $300K | 1.25% |
| $300K - $500K | 1.13% |
| $500K - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.85% |
Fees are negotiable for accounts over $5,000,000. Different strategies carry different fee schedules (e.g., Income and Bond strategies start at 0.88%, Income Buckets at 0.25%, Freedom SMA at 1.75%, and Freedom UMA at 1.50%).
Fee Estimator
Contact
Brian Cochran
Location
8220 San Pedro Dr Ne, Suite 310, Albuquerque, NM, 87113
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 Activities
Brian is an advisor at John Moore and Associates and Raymond James Financial Services, dedicating full-time hours to the latter. Brian is also a co-author, spending minimal time on this activity.
Employment History
Current Registrations
John Moore & Associates INC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations2 states
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
Additional Information
Brian is a sports enthusiast and spends his free time watching, playing and coaching basketball. He especially enjoys traveling to see Portland Trailblazer games with his wife, Emily, and their two sons.
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