Erika Wolek is a CFP-designated registered investment advisor at Cohen Capital, based in Palm Beach Gardens, FL, with 10 years of industry experience. Erika operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Cohen Capital's wealth management fees range from 0.75% to 2.00% annually, based on the scope and complexity of services, the amount of assets managed, and the overall relationship. The fees are paid quarterly, in advance. There is a $10,000 minimum annual fee. The wealth management fee includes securities transaction fees and custody fees.
Location
Palm Beach Gardens, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Cohen Capital
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
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.