Dara Cohen
Dara Cohen is a registered investment advisor at Silver Lake Advisory Partners, LLC, based in Salt Lake City, UT, with 8 years of industry experience. Dara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 159 clients with $330M 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 $5.0M | 1.00% |
| $5M+ | 0.80% |
1.0% of equity assets up to $5 million in assets, except for charitable organizations. 0.8% for equity assets over $5 million, except for charitable organizations. 0.6% of equity assets up to $5 million in assets for charitable organizations. 0.45% of assets over $5 million in assets for charitable organizations. 0.50% of mutual funds and exchange traded funds. 0.35% of fixed income which may be a mix of corporate bonds and municipal bonds. 0.00% of cash, money market funds, and treasuries. Fees are negotiable.
Fee Estimator
Location
Salt Lake City, UT
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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
Dara is the proprietor of DR Cohen Law, LLC, a full-time legal practice focused on estate planning and probate, since 2014. This activity is not investment-related.
Employment History
Current Registrations
Silver Lake Advisory Partners, LLC
State Registrations1 state
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