Brent Schluter is a CFP-designated registered investment advisor at Cozad Asset Management INC, based in Champaign, IL, with 3 years of industry experience. Brent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 2,015 clients with $2.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cozad Asset Management's fees for ongoing investment management are negotiable and range up to 1.70% annually, depending on the size, nature, and asset mix of the account. Fees are billed quarterly in arrears, based on the market value of the assets managed.
Location
2501 Galen Drive, Champaign, IL, 61821-7005
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brent works as a CPA and Staff Accountant for Managed Tax Services, LLC, providing tax preparation and consulting services since 2019. This takes about a quarter of his time, with about half of that time occurring during business hours.
Employment History
Current Registrations
Cozad Asset Management INC
State Registrations1 state
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