Cogent Private Wealth provides investment advisory services, focusing on financial planning. Cogent manages portfolios on a discretionary basis, using a long-term allocation strategy. They may recommend individual stock strategies managed by third-party asset managers. Cogent also offers financial planning and consulting services, including retirement planning, tax optimization, and estate planning. They also offer pension consulting services to qualified plans.
Assets Under Management$140M
Clients65
Advisors6
Avg. per Client$2.2M
Avg. per Advisor$24M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.50% |
| $5.0M - $20.0M | 0.00% |
| $20M+ | 0.10% |
Minimum investment management fee of $5,000. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...