Cobb Financial provides continuous investment supervisory services on a discretionary basis, managing portfolios of individual stocks, bonds, exchange traded funds, and cash instruments. Clients can request specific investments or exclusions. Cobb Financial also offers financial planning services and CFO services for business owners, covering topics like budgetary planning and succession planning.
Assets Under Management$8.2M
Clients18
Advisors1
Avg. per Client$450K
Avg. per Advisor$8.2M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.50% |
| $50K - $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K+ | 0.75% |
Client fees can be negotiated at a rate different from the standard schedule.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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