Ileana Cohn is a registered investment advisor at Dhody Investment Group, based in Miami Beach, FL, with 16 years of industry experience. Ileana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 22 clients with $340M 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% |
Investment advisory fees range up to 1.00% annually and are based on assets under management. Fees may be negotiable at the sole discretion of the firm.
Fee Estimator
Location
2340 Collins Avenue, Suite 604, Miami Beach, FL, 33139
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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 Activities
Ileana is a Branch Manager/Principal at Dhody Investment Group, overseeing branch operations, and Head of Compliance at Blue Investment Group, overseeing the compliance program. These activities take about half of Ileana's time.
Employment History
Current Registrations
Dhody Investment Group
Previous Registrations
Lps Capital LLCBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Deutsche Bank Securities INC.
Deutsche Bank Securities INC.Broker
E.S. Financial Services, INC.Broker
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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