Cozad Asset Management INC
Assets Under Management
$2.2B
Number of Clients
2,015
Number of Advisors
21
Avg. Portfolio per Client
$1.1M
Avg. Managed per Advisor
$106.7M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Cozad Asset Management offers continuous investment advice based on client goals, financial planning, and insurance consultation. Cozad manages investments with diversification and a disciplined approach. Cozad may provide model portfolio strategies to platform providers. Clients can grant Cozad discretionary authority, but it is not required.
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.70% |
Fees are negotiable and range from 0% to 1.70% annually, varying with the size, nature, and asset mix of the account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & Coaching
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Location
2501 Galen Drive, Champaign, IL, 61821-7005
21 Advisors at this firm
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