CohnReznick Wealth Management does not directly manage investments, provide financial planning, or give investment advice. Instead, the company acts as a referral service, connecting clients of its affiliate, CohnReznick Advisory, with outside investment management and advisory firms such as Access Wealth Planning, Stonebridge Capital Management, J.P. Morgan, and Raymond James & Associates. When CohnReznick Wealth Management refers a client to one of these third-party managers, it receives a share of the management fees charged by that manager, typically ranging from 15 to 40 percent. Referred clients do not pay any extra fees above the standard rates charged by the third-party managers. Additionally, CohnReznick Wealth Management maintains an insurance license and may offer insurance products through its licensed personnel on a commission basis.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.