Alexander D Cohen Investments, LLC offers ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. The firm creates an Investment Policy Statement for each client. They primarily recommend mutual funds that invest in the US market, but may also use fixed income securities, equities and non-U.S. securities. Alexander D Cohen Investments does not take discretionary authority and will seek client permission prior to each transaction.
Assets Under Management$6M
Clients22
Advisors2
Avg. per Client$270K
Avg. per Advisor$3M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are generally negotiable. The firm may direct clients to Matson Money, with a total fee of 1.50%, split 40% to Alexander D Cohen Investments and 60% to Matson.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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