Cothran Capital provides financial planning, investment management, and asset allocation services to individuals, high-net-worth individuals, corporations, trusts, and estates. Cothran offers both discretionary and non-discretionary asset management services. The firm also acts as a co-advisor with other firms. Financial planning services are offered for a fixed fee or hourly rate.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
The annual Fee may be negotiable. Accounts within the same household may be combined for a reduced fee. For certain accounts the following platform is made available through AFS, where clients are invested in portfolios constructed solely of mutual funds managed by American Funds. Fees for accounts held at AFS shall be based on the following: $0-$99,999.99 1.50% $100,000.00-$499,999.99 1.25% $500,000.00-$999,999.99 1.00% $1,000,000.00-$2,999,999.99 0.70% $3,000,000.00 and above 0.50%