Cobb Wealth Management offers investment management on a discretionary or non-discretionary basis, tailoring strategies to client goals and risk tolerance. They also provide financial planning services, including full financial plans and consultation services on individual topics. Clients can impose restrictions on investments. Cobb Wealth Management primarily serves individuals and high net worth individuals.
Assets Under Management$30M
Clients66
Advisors1
Avg. per Client$450K
Avg. per Advisor$30M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Minimum annual fee of $1,000, but this may be waived or lowered at Cobb Wealth Management's discretion. Fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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