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Milton Cohn

M Holdings Securities, INC.
48 Years of Experience
Phoenix, AZ
1 DisclosureBrokerSells Insurance
View SEC Summary
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Milton Cohn is a ChFC-designated registered investment advisor at M Holdings Securities, INC., based in Phoenix, AZ, with 48 years of industry experience. Milton is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 4,513 clients with $3.2B in assets under management.

M Holdings Securities, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
339 advisors
Number of Clients
4,513 clients
Average Client Portfolio
$710K average
Assets Under Management
$3.2B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.30%
$1.0M - $3.0M1.25%
$3.0M - $5.0M1.20%
$5.0M - $10.0M1.10%
$10M+1.05%

Schedule reflects maximum M Wealth customized sub-advisory fees. Other advisory programs negotiate fees up to a maximum of 3%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

5090 N. 40th STREET, Suite 180, Phoenix, AZ, 85018

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
August 1969
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Milton is involved in several outside business activities. He manages a horse boarding facility, a vacation home, and serves on the board of directors for the Phoenix Art Museum. Additionally, Milton works as a marketer for Cohn Financial Group, which involves consulting and insurance sales, taking nearly full-time.

Employment History
Current Registrations
M Holdings Securities, INC.
November 2012 - Present · 13 yrs 11 mos
M Holdings Securities, INC.Broker
December 2000 - Present · 25 yrs 10 mos
Previous Registrations
Mutual Service CorporationBroker
September 1992 - December 2000 · 8 yrs 3 mos
Kavanaugh Securities, INC.Broker
May 1989 - October 1991 · 2 yrs 5 mos
Capital Analysts, IncorporatedBroker
July 1977 - March 1989 · 11 yrs 8 mos
State Registrations42 states
AKALARAZCACOCTDCDEFLGAHIIAILINLAMAMDMEMIMNMONCNDNENJNVNYOHOKORPARISCSDTXUTVAVTWAWIWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
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