Cozad Asset Management, founded in 1972, offers continuous investment management, financial planning, and tax preparation services to individuals, families, trusts, and businesses. Cozad Asset Management builds customized portfolios using a disciplined approach focused on diversification and cash flow analysis, offering various strategies including large-cap equities, equity income, international stocks, and fixed income. In addition to portfolio management, Cozad Asset Management provides comprehensive financial planning, retirement projections, insurance consultations, and tax preparation through an affiliated entity. Clients can choose whether to grant Cozad Asset Management the authority to make trades on their behalf without prior consultation.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.70% |
Fees are negotiable and generally range from 0% to 1.70% annually, varying with the size, nature, and asset mix of the account.