Eric Veve
Eric Veve is a registered investment advisor at Cohesion Wealth Management, LLC, based in Broomfield, CO, with 16 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 7 more. Their firm serves 395 clients with $170M 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 | 1.75% |
Maximum annual advisory fee is 1.75%. Fees may vary based on account size, complexity, and portfolio activity, and are negotiable in certain circumstances. For clients utilizing third-party money managers, the combined maximum annual fee is 2.50%.
Fee Estimator
Location
380 Interlocken Crescent, Suite 260, Broomfield, CO, 80021
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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
Eric has a 33% ownership stake in The Asset Exchange, where he markets and discusses trust structures with potential clients, dedicating a few hours per week. He also has 100% ownership of Asset Advisors Corp, an insurance agency for fixed products, also dedicating a few hours per week. Finally, Eric is a partner in GEMJ Inc., a THC-free hemp farm, spending about 10-20% of his time on funding and business consulting.
Employment History
Current Registrations
Cohesion Wealth Management, LLC
Previous Registrations
American Portfolios Financial Services, INC.Broker
Epiqwest Investment Corporation
Centaurus Financial, INC.Broker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Metlife Securities INC.
Metlife Securities 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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