Robert Cohen is a registered investment advisor at Tandem Wealth Advisors, based in Phoenix, AZ, with 7 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 292 clients with $220M 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 - $5.0M | 0.75% |
| $5M+ | 0.50% |
In select instances, given fact circumstances, fees may be reduced.
Fee Estimator
Location
1850 N. Central Avenue, Suite 330, Phoenix, AZ, 85004
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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 →Employment History
Current Registrations
Tandem Wealth Advisors
Previous Registrations
Tandem Wealth Advisors
State Registrations2 states
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