Yves Cochez is a registered investment advisor at Quattro Financial Advisors, based in The Woodlands, TX, with 9 years of industry experience. Yves operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 84 clients with $1.4B 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% |
Fees are subject to negotiation based on the complexity of the client’s individual portfolio and the size of the client’s portfolio. This fee could be higher in certain instances.
Fee Estimator
Location
1725 Hughes Landing Blvd, Suite 845, The Woodlands, TX, 77380
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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 →Employment History
Current Registrations
Quattro Financial Advisors
State Registrations1 state
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