Cohen Klingenstein LLC manages investment portfolios for individuals, corporations, trusts, foundations, corporate profit sharing plans, individual retirement accounts, charitable organizations and private investment funds. The firm primarily invests in U.S. securities, but may also invest in non-U.S. securities. Cohen Klingenstein also manages the CK Diversified Fund LLC, which offers a tax-sensitive investment strategy.
Assets Under Management$3B
Clients112
AdvisorsN/A
Avg. per Client$27M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $10.0M | 0.75% |
| $10.0M - $50.0M | 0.50% |
| $50M+ | 0.40% |
Advisory fees are subject to negotiation and can be waived at CK LLC’s discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
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