Cogent Capital Group provides investment management services to individuals, including high net worth individuals. Cogent offers both discretionary and non-discretionary portfolio management. For select high net worth clients, Cogent provides family office services, including commercial property management and real estate consulting, under separate agreements. Cogent acts as a registered investment advisor, meaning it's legally required to act in your best interest and is compensated directly by clients.
Assets Under Management$76M
Clients11
Advisors1
Avg. per Client$6.9M
Avg. per Advisor$76M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees are negotiable for amounts over $2 million. Lower fees for comparable services may be available from other sources.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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