Michael Cocozza
Michael Cocozza is a registered investment advisor at Kagan Cocozza Asset Management, based in West Conshohocken, PA, with 18 years of industry experience. Michael 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, Suite 400, West Conshohocken, PA, 19428
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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 ActivitiesSells Insurance
Michael is co-president of Kagan Cocozza Asset Management, a registered investment advisor, dedicating about 10-20% of his time. He also works as an insurance agent for PKS Financial Services and sells fixed insurance products, spending minimal time on each. Additionally, Michael owns and manages personal real estate investments and rental properties through Coco & Skin Real Estate, LLC, dedicating about 10-20% of his time overall.
Employment History
Current Registrations
Purshe Kaplan Sterling Investments
Kagan Cocozza Asset Management
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations7 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.