Cobalt Financial Partners provides portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create investment plans and manage assets, primarily using mutual funds and ETFs. CFP also offers financial planning services covering investments, insurance, taxes, retirement, college, and debt management. They do not participate in wrap fee programs.
Assets Under Management$99M
Clients95
Advisors1
Avg. per Client$1M
Avg. per Advisor$99M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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