Cogent Independent Advisors, INC.
Assets Under Management
$81.6M
Number of Clients
66
Number of Advisors
1
Avg. Portfolio per Client
$1.2M
Avg. Managed per Advisor
$81.6M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Cogent Private Wealth offers financial planning and investment management services. Financial planning includes evaluating financial goals, cash flow, tax planning, insurance, education funding, retirement, and estate planning. Investment management is tailored to the client's goals and objectives. Cogent may also provide advice on alternative investments and offers cash management solutions through a third party.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
The annual fee may be negotiable. Accounts within the same household will be combined for a reduced fee unless the client instructs otherwise.
Fee Estimator
Areas of Practice
Location
WY, United States
