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 Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 168 clients with $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% |
For clients whose assets are invested in Peter Schoenfeld Asset Management, Arthur M. Cohen & Associates charges a fee equal to the amount that manager reduces their fee to the client.
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
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