Nicholas Cochran
Nicholas Cochran is a registered investment advisor at American Investors CO, based in San Ramon, CA, with 46 years of industry experience. Nicholas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 766 clients with $630M 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 $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable. A fixed percentage rate of 1.5% or a negotiated fixed annual fee is also available in lieu of the tiered schedule.
Fee Estimator
Location
12667 Alcosta Blvd., Suite 160, San Ramon, CA, 94583
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 1996Other Business Activities
Nicholas is not actively selling life, accident, or health insurance. He also serves as an expert witness, dedicating about 10-20% of his time to providing expert opinions and testimony in arbitration matters since 2006.
Employment History
Current Registrations
American Investors CO
American Investors CompanyBroker
Previous Registrations
Foothill Securities, INC.Broker
Equity Engineering, INC.Broker
State Registrations4 states
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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