Jacob Cothran is a CFP-designated registered investment advisor at Cothran Capital, LLC, based in Memphis, TN, with 4 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 145 clients with $36M 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 | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
The annual Fee may be negotiable. Accounts within the same household may be combined for a reduced fee. For certain accounts the following platform is made available through AFS, where clients are invested in portfolios constructed solely of mutual funds managed by American Funds. Fees for accounts held at AFS shall be based on the following: $0-$99,999.99 1.50% $100,000.00-$499,999.99 1.25% $500,000.00-$999,999.99 1.00% $1,000,000.00-$2,999,999.99 0.70% $3,000,000.00 and above 0.50%
Fee Estimator
Location
5865 Ridgeway Center Parkway, Suite 300, Memphis, TN, 38120
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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 ActivitiesSells Insurance
Jacob is a sole proprietor working as an insurance agent since February 2022. This activity takes about half of Jacob's time.
Employment History
Current Registrations
Cothran Capital, LLC
State Registrations1 state
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