Cox Global Associates offers investment services to individuals and corporations. As an independent registered investment advisory firm, Cox Global Associates uses Geneos Wealth Management as its broker/dealer. Cox Global Associates associates with money managers who have demonstrated long-term success. Investment options include stocks, bonds, mutual funds, ETFs, REITs, and variable annuities. Account types include retirement plans, IRAs, 529 plans, taxable accounts, and trust accounts.
Assets Under Management$330K
Clients11
Advisors1
Avg. per Client$30K
Avg. per Advisor$330K
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $1.5M | 0.75% |
| $1.5M+ | 0.75% |
Fees are negotiable for accounts over $1.5 million. Clients holding assets within an alternative investment are not charged a fee on those investments.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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