The Kocen Financial Group manages investment portfolios primarily using mutual funds and exchange-traded funds, alongside specialized alternative investments and third-party money managers. The firm tailors strategies based on individual client risk tolerance, tax efficiency, time horizon, and cash flow needs. In addition to investment management, the firm creates comprehensive financial plans covering investments, taxes, insurance, retirement, and estate planning, and offers customized business consulting.
Assets Under Management$190M
Clients222
Advisors5
Avg. per Client$840K
Avg. per Advisor$37M
Fee Structure
Minimum Investment:$600K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally negotiated between 0.8% and 1% per year, with most accounts at 1%. Accounts over $2 million are subject to further negotiation. Alternative investments are charged at 1.5%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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