Brett Cohen is a registered investment advisor at Evolve Private Wealth, LLC, based in New York, NY, with 9 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 679 clients with $2.1B 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 | 1.50% |
Wealth management fees range up to 1.50% annually based on factors such as scope and complexity, level of assets, and overall relationship. Fees are negotiable at the sole discretion of Evolve Private Wealth.
Fee Estimator
Location
150 East 52nd Street, 27th Floor, New York, NY, 10022
Get directionsHistory
Regulatory History (1)
Criminal
September 2010Other Business Activities
Brett is a member of RPVVC1 LLC, investing in a VC fund since 2019, and a sole proprietor/owner of BJC Living LLC, dealing with real estate since 2020. Both activities require minimal time commitment.
Employment History
Current Registrations
Evolve Private Wealth, LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
Morgan StanleyBroker
Morgan Stanley
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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