Robert Cohen is a CFA-designated registered investment advisor at Promanage, LLC, based in Chicago, IL, with 8 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 6 clients with $6.1B 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 $100.0M | 0.35% |
| $100M+ | 0.10% |
Additional tiers or a flat percentage rate can also be used. The exact fee is negotiable.
Fee Estimator
Location
130 E Randolph St, Suite 2825, Chicago, IL, 60601
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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
Promanage, LLC
State Registrations1 state
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