Milton Cohn
Milton Cohn is a ChFC-designated registered investment advisor at M Holdings Securities, INC., based in Phoenix, AZ, with 47 years of industry experience. Milton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 3,621 clients with $4.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
M Holdings Securities offers various investment management programs with different fee structures. Some programs have wrap fees that cover advisory, brokerage, and custodial services in one fee. Other programs charge advisory fees separately from brokerage and other costs. Fees are negotiable with your financial professional and vary depending on the program chosen and the amount of assets managed. The maximum fee for WealthPursuit Wrap Fee Programs is limited to 3%. MPP Wrap Program fees will not exceed 1.36% for accounts with at least $150,000 in assets. WealthPursuit Prime fees are limited to a maximum rate of 3%.
Location
5090 N. 40th STREET, Suite 180, Phoenix, AZ, 85018
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Regulatory History (1)
Criminal
August 1969Other 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.
M Holdings Securities, INC.Broker
Previous Registrations
Mutual Service CorporationBroker
Kavanaugh Securities, INC.Broker
Capital Analysts, IncorporatedBroker
State Registrations43 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.