Cohen Capital Management (CCM) manages investment portfolios for individuals, high net worth individuals, trusts, estates, charitable organizations, and corporations. CCM offers investment management services, typically on a discretionary basis, using equities, fixed income, and cash instruments. CCM also provides wealth management services, including financial planning, concierge, and administrative services, upon request and negotiation. CCM also manages investments for an affiliated limited liability company.
Assets Under Management$1B
Clients74
Advisors1
Avg. per Client$14M
Avg. per Advisor$1B
Fee Structure
Minimum Investment:$20M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees are negotiable and can be reduced or waived at Cohen Capital Management's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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