Alexander Cohen is a registered investment advisor at Alexander D Cohen Investments, LLC, based in Dallas, TX, with 11 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 22 clients with $6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are generally negotiable. The firm may direct clients to Matson Money, with a total fee of 1.50%, split 40% to Alexander D Cohen Investments and 60% to Matson.
Fee Estimator
Location
4445 Alpha Road Suite 113A, Dallas, TX, 75244
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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 Activities
Alexander owns Alexander Denton Cohen, CPA, a Texas registered CPA firm, where he is the sole owner and employee. The firm focuses on tax and consulting work, along with some financial statement compilations, and Alexander receives no commissions through this business.
Employment History
Current Registrations
Alexander D Cohen Investments, LLC
State Registrations2 states
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.