Cochran Wealth Management is a registered investment advisor founded in 2025 and based in Martinsville, Ohio, led by sole member Trey Cochran. The firm provides discretionary and non-discretionary portfolio management, constructing diversified portfolios primarily using exchange-traded funds, mutual funds, and cash equivalents. In addition to managing investments, Cochran Wealth Management offers comprehensive financial planning services covering retirement, cash flow and budgeting, education funding, risk management, estate and legacy planning, and business financial consulting. Advisory services are tailored to each client's specific goals, risk tolerance, and time horizon.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.15% |
| $500K - $2.0M | 1.00% |
| $2M+ | 0.85% |
The fee applies to the entire account balance and is not graduated across tiers. Fees are negotiable.