Brett Cohen is a registered investment advisor at Evolve Private Wealth, LLC, based in New York, NY, with 8 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. 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
Evolve Private Wealth charges a fee based on the value of your portfolio. The specific percentage can vary up to 1.50% annually, depending on the complexity of your situation, the amount you invest, and the overall relationship with Evolve. Fees are paid monthly, in advance. If Evolve recommends using independent investment managers, the total fee you pay (including Evolve's fee and the independent manager's fee) will not exceed 3.00% annually.
Location
150 East 52nd Street, 27th Floor, New York, NY, 10022
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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.