Cochran Wealth provides customized financial plans and investment advice based on individual client goals and financial situations. They build investment portfolios considering income, cash flow, liquidity, taxes, risk tolerance, and time horizon. Services include financial planning, investment policy statements, net worth statements, education funding, estate planning, cash flow planning, portfolio construction, tax planning, and retirement planning.
Assets Under Management$12M
Clients14
Advisors1
Avg. per Client$850K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.85% |
| $1.0M - $5.0M | 0.65% |
| $5M+ | 0.35% |
These tiered fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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