JC
CFA
JC
CFA
Joshua Cochran is a CFA-designated registered investment advisor at Cochran Wealth LLC, based in Atlanta, GA, with 16 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 14 clients with $12M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
14 clients
Average Client Portfolio
$852K average
Assets Under Management
$11.9M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.85% |
| $1.0M - $5.0M | 0.65% |
| $5M+ | 0.35% |
These tiered fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Atlanta, GA
Get directionsHistory
Regulatory History (2)
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Criminal
November 2003Final Disposition
Criminal
October 2000Final Disposition
Employment History
Current Registrations
Cochran Wealth LLC
March 2023 - Present · 3 yrs 2 mos
Previous Registrations
Cochran Wealth LLC
July 2015 - December 2022 · 7 yrs 5 mos
Fifth Third Securities, INC.
April 2014 - June 2015 · 1 yr 2 mos
Fifth Third Securities, INC.Broker
April 2014 - June 2015 · 1 yr 2 mos
Irc Securities LLCBroker
February 2014 - February 2014 · 0 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2009 - August 2013 · 4 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2009 - August 2013 · 4 yrs 6 mos
State Registrations1 state
GA
Advisor
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
No exam information available for this advisor.