Marcie Pickard is a CFP-designated registered investment advisor at Arthur M. Cohen & Associates LLC, based in Glencoe, IL, with 9 years of industry experience. Marcie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 191 clients with $1.1B 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 $2.0M | 1.00% |
| $2.0M - $7.0M | 0.75% |
| $7M+ | 0.75% |
Fees apply to equity-only or balanced accounts. Fees are generally not negotiable except in special circumstances.
Fee Estimator
Location
1033 Skokie Blvd, Suite 200, Glencoe, IL, 60062
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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
Marcie is a registered representative with Republic Partners, LLC, a broker-dealer located in Chicago, Illinois.
Employment History
Current Registrations
Arthur M. Cohen & Associates LLC
Previous Registrations
Republic Partners, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.
Exams
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