Christopher Cocozza
Christopher Cocozza is a registered investment advisor at A&m Private Wealth Partners, LLC, based in West Palm Beach, FL, with 14 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 12 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
A&M Private Wealth Partners' investment and wealth management fees are based on the amount of assets they manage, including assets bought on margin and cash. The maximum annual advisory fee is generally 1% of the assets under management. Fees can be tiered and based on aggregated client assets. Fees for third-party asset managers are separate and in addition to A&M Private Wealth Partners' fees.
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.
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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
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