Cogwheel Wealth Management offers investment advice and financial planning services to individuals and high-net-worth individuals. They provide investment recommendations on a non-discretionary basis, meaning clients must approve each transaction. Financial planning services range from comprehensive plans to focused consultations. Cogwheel's advice covers various investment instruments, including stocks, bonds, ETFs, and mutual funds. Clients are responsible for notifying Cogwheel of any changes to their financial situation.
Assets Under Management$16M
Clients8
AdvisorsN/A
Avg. per Client$2M
Avg. per AdvisorN/A
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $25.0M | 0.75% |
| $25.0M - $75.0M | 0.65% |
| $75M+ | 0.50% |
Advisory fees are negotiable. For family and friends of the Firm, the Firm may, in its sole discretion, reduce or waive management fees in their entirety.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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