Gary Cohen is a CFP-designated registered investment advisor at Archer Pointe Wealth Management, LLC, based in Davis, CA, with 14 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 87 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Archer Pointe offers investment management as part of its Wealth Management service, which includes ongoing financial planning, or as a standalone service. The fee is a flat annual retainer, determined by the complexity of your situation, the number of accounts, the amount of assets, and the expected time required. There is a minimum annual retainer fee of $3,500 for Investment Management and $7,500 for Wealth Management, at the firm's discretion.
Location
231 D Street, Suite D, Davis, CA, 95616
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Archer Pointe Wealth Management, LLC
Previous Registrations
Libra Wealth LLC
Chamberlain Financial Planning & Wealth Management
State Registrations1 state
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