Cox Advisors offers investment management services where they manage your investments for you. They also offer financial planning and consulting services on an hourly or fixed-fee basis, covering topics like wills, estate planning, investments, taxes, and insurance. Cox Advisors also provides qualified plan consulting and management services. They may also provide investment advice about certain privately-issued securities.
Assets Under Management$20M
Clients149
Advisors2
Avg. per Client$130K
Avg. per Advisor$9.8M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1M+ | 0.75% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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