CogentBlue Wealth Advisors manages investment portfolios and offers financial planning services. Investment management includes ongoing advice based on individual client needs. Financial planning covers business planning, cash flow, college savings, employee benefits, estate planning, insurance, retirement, risk management, and tax strategies. CogentBlue also offers investment management services for assets held away at other custodians through a third-party provider.
Assets Under Management$610M
Clients118
Advisors4
Avg. per Client$5.1M
Avg. per Advisor$150M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.35% |
Fees are negotiable. Minimum annual fee of $10,000. Legacy clients and friends and family may pay a lower annual fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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