Laurence Kagan
Laurence Kagan is a registered investment advisor at Kagan Cocozza Asset Management, based in West Conshohocken, PA, with 18 years of industry experience. Laurence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 139 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kagan Cocozza Asset Management's standard advisory fee ranges from 0.50% to 2.0% per year based on the value of your portfolio. The annual fees are negotiable in certain cases and are charged in advance on a quarterly basis.
Location
200 Barr Harbor Drive, Ste., West Conshohocken, PA, 19428
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Laurence is a managing member of North Boston LLC (commercial real estate), an attorney at Goldstein Law Group LLC, and co-trustee for three family trusts. He also serves as treasurer for Lower Merion Ice Hockey Club and director for The Frozen Lemonade Cup, Inc., dedicating minimal time to each activity.
Employment History
Current Registrations
Kagan Cocozza Asset Management
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations2 states
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