Cogent Strategic Wealth offers investment management, advanced planning, and relationship management. Advanced planning coordinates outside professionals to address wealth enhancement, transfer, protection, and charitable giving. Cogent acts as the relationship manager, facilitating a comprehensive wealth management experience. They also offer second opinion services to assess advice received from other advisors.
Assets Under Management$270M
Clients98
Advisors2
Avg. per Client$2.7M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$12,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $15.0M | 0.60% |
| $15M+ | 0.50% |
Fees and account minimums may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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