Cobalt Private Wealth provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. Cobalt creates an Investment Policy Statement for each client. Cobalt generally advises on mutual funds, equities, fixed income securities, ETFs, real estate funds, non-U.S. securities, hedge funds, and private placements. Financial planning may include investment, life insurance, tax, retirement, education, and debt/credit planning.
Assets Under Management$21M
Clients56
Advisors1
Avg. per Client$380K
Avg. per Advisor$21M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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