Cosner Financial Group provides investment advice and financial planning to individuals, families, and businesses. Services include creating investment portfolios, retirement planning, estate planning, tax planning, and insurance analysis. The firm tailors its investment advice to each client's needs and goals.
Assets Under Management$370M
Clients635
Advisors4
Avg. per Client$580K
Avg. per Advisor$92M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable for accounts over $5,000,000. Firm also offers FD&M Legacy Account and Gateway Financial Strategies (GFS) with different fee schedules.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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