Cognitiant offers investment advice and financial planning services. Investment advice includes discretionary investment management, retirement plan consulting for plan sponsors, one-time asset allocation recommendations, and investment alternatives analysis. Cognitiant aims to create tailored investment portfolios using passive investment vehicles to minimize client costs.
Assets Under Management$26M
Clients45
Advisors1
Avg. per Client$580K
Avg. per Advisor$26M
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $4.0M | 1.00% |
| $4.0M - $4.5M | 0.80% |
| $4.5M+ | 0.70% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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