Cohesion Wealth Management, LLC is a registered investment advisor located in Broomfield, Colorado, offering personalized investment management, financial planning, and retirement plan services. The firm builds portfolios using individual stocks, bonds, exchange-traded funds, mutual funds, and alternative investments, tailoring strategies based on each client's goals, risk tolerance, and time horizon. Cohesion manages accounts on both a discretionary and non-discretionary basis and also utilizes third-party money managers and separately managed account platforms. In addition to investment supervision, financial planning is included with investment management services and covers retirement income projections, tax strategies, estate planning, and cash flow analysis. Stand-alone financial planning is also available. Cohesion primarily serves individuals, high-net-worth families, foundations, trusts, estates, and employer-sponsored retirement plans.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Maximum annual advisory fee is 1.75%. Fees may vary based on account size, complexity, and portfolio activity, and are negotiable in certain circumstances. For clients utilizing third-party money managers, the combined maximum annual fee is 2.50%.