Steven Cohen
Steven Cohen is a CFA-designated registered investment advisor at Cohen, Steven J CFA, based in St Petersburg, FL, with 10 years of industry experience. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SJC Capital charges a percentage of your portfolio each year. The fees are:
- Portfolio of external strategies: 1% per year
- Exchange Listed Securities & ETFs: 2% per year management fee (or 20% performance fee with high watermark) + 2% one off set-up fee.
Location
Suite 14342, 7901 4th Street North, St Petersburg, FL, 33702
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Cohen, Steven J CFA
State Registrations1 state
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