Benjamin Cohen is a CFP-designated registered investment advisor at Cohen Capital, based in Chicago, IL, with 19 years of industry experience. Benjamin 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
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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
Benjamin is a passive investor in MMJC, LLC (Verlaine Restaurant) and "Once On This Island - On Broadway". He also owns Cohen Financial LLC, spending minimal time on annual filings.
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
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.