Kagan Cocozza Asset Management offers ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. Services include investment strategy, personal investment policy, asset allocation, asset selection, and regular portfolio monitoring. The firm evaluates current investments with respect to risk tolerance and time horizon. Clients may impose reasonable restrictions on their accounts.
Assets Under Management$170M
Clients139
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$83M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Kagan Cocozza Asset Management's standard advisory fee ranges from 0.50% to 2.0% per year based on the value of your portfolio. The annual fees are negotiable in certain cases and are charged in advance on a quarterly basis.
Loading...