Arthur M. Cohen & Associates, LLC manages investment portfolios and provides personalized financial planning and advisory services for individuals, high net worth clients, pension and profit-sharing plans, trusts, and charitable organizations. Founded in 1989 and based in Northbrook, Illinois, the firm tailors its services to each client's specific objectives and time horizon. Arthur M. Cohen & Associates, LLC assists clients with a wide range of financial matters, including retirement planning, income tax planning, estate planning, educational funding, risk management, and cash flow analysis. Investment strategies rely primarily on fundamental analysis and encompass equities, fixed income securities, mutual funds, exchange-traded funds, and alternative investments. The firm emphasizes direct communication and conducts annual reviews with clients to ensure their portfolios and strategies align with their evolving financial circumstances.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $7.0M | 0.75% |
| $7M+ | 0.75% |
Fees apply to equity-only or balanced accounts. Fees are generally not negotiable except in special circumstances.