Cogent Investment Advisors provides investment management services primarily to individuals. Cogent uses questionnaires or interviews to collect information about a client’s financial situation, investment goals, and risk tolerance. Cogent constructs model portfolios using mutual funds and exchange traded funds. Cogent meets with clients at least annually to provide portfolio updates and determine whether there has been a change in the client’s investment goals or financial position.
Assets Under Management$3.4M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$3.4M
nextdoor.com/pages/cogent-investment-advisors-l... ·www.cogentinvestmentadvisors.com ·www.cogentinv.com
Fee Structure
Minimum Investment:$150K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1M+ | 0.70% |
Flat fee option available and negotiable for clients with over $1 million in assets under management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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