Cognition Financial is a registered investment advisor offering investment management and financial planning services. Cognition Financial provides continuous advice regarding the investment of client funds based on individual needs. Financial planning services include business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning strategies.
Assets Under Management$5.3M
Clients22
Advisors1
Avg. per Client$240K
Avg. per Advisor$5.3M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K+ | 0.75% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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