Coho Advisory Services offers portfolio management based on individual client goals and risk tolerance. They also provide financial planning for retirement, taxes, college, and estate planning. Coho Advisory Services has a co-advisory relationship with AssetMark, giving clients access to third-party investment solutions. Clients can purchase investment products through other brokers or agents.
Assets Under Management$37M
Clients150
Advisors4
Avg. per Client$240K
Avg. per Advisor$9.1M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.70% |
| $500K - $1.0M | 0.55% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $3.0M | 0.45% |
| $3M+ | 0.40% |
Fees are negotiable. Clients will pay Coho's standard fee in addition to the standard fee for AssetMark. The fees will not exceed any limit imposed by any regulatory agency. The total fees charged by both parties will not exceed 3% of assets under management per year.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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