Christopher Cocozza
Christopher Cocozza is a registered investment advisor at A&m Private Wealth Partners, LLC, based in West Palm Beach, FL, with 15 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 43 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The maximum annual advisory fee generally is 1% of the assets under management. Fees are generally not negotiable, but can in certain instances be negotiable in the firm's sole discretion.
Fee Estimator
Location
300 Banyan Blvd, 10th Floor, West Palm Beach, FL, 33401
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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 →Employment History
Current Registrations
A&m Private Wealth Partners, LLC
Previous Registrations
Interactive Brokers CORP.Broker
Legg Mason Investor Services, LLCBroker
Clearbridge Investments, LLC
Wachovia Securities, LLC
Wachovia 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.
Exams
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