MC
CFP
MC
CFP

Michael Cochran

11 Years of Experience
Fort Worth, TX

Michael Cochran is a CFP-designated registered investment advisor at Bentoak Capital, based in Fort Worth, TX, with 11 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 7 more. Their firm serves 798 clients with $970M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
798 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$969.8M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.35%
$500K - $1.0M1.25%
$1.0M - $2.0M1.15%
$2.0M - $3.0M1.00%
$3.0M - $5.0M0.85%
$5.0M - $7.0M0.75%
$7M+0.75%

Fees are negotiable based on account size, complexity, and relationship length. Accounts over $7,000,000 have negotiable rates.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

5000 Overton Plaza, Suite 110, Fort Worth, TX, 76109

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Michael is a registered representative with LPL Financial and an investment advisor representative (IAR) with Garrett Wealth Advisory Group, dedicating nearly full-time hours to the latter. He also engages in cattle sales, ranching, rental property ownership, tax/investment entity ownership, and serves on a committee, each requiring varying amounts of time.

Employment History
Current Registrations
Bentoak Capital
January 2022 - Present · 4 yrs 9 mos
Previous Registrations
LPL Financial LLCBroker
December 2021 - December 2024 · 3 yrs
Schwab Private Client Investment Advisory, INC.
August 2019 - December 2021 · 2 yrs 4 mos
Charles Schwab & CO., INC.Broker
August 2019 - December 2021 · 2 yrs 4 mos
Charles Schwab & CO., INC.
August 2019 - August 2019 · 0 mos
Frost Investment Services
March 2018 - June 2019 · 1 yr 3 mos
Frost Brokerage Services, INC.Broker
October 2017 - June 2019 · 1 yr 8 mos
Frost Investment Advisors, LLC
July 2014 - December 2016 · 2 yrs 5 mos
State Registrations1 state
TX
Advisor

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
No exam information available for this advisor.
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