Cohen Capital offers investment advice and manages investment portfolios for individuals, high net worth individuals, trusts, estates, and businesses. As part of wealth management, Cohen Capital provides financial planning services. Financial planning may also be offered as a separate service. Cohen Capital creates customized investment strategies based on client goals, risk tolerance, and financial situations, primarily using low-cost, diversified mutual funds and exchange-traded funds.
Fee Structure
Cohen Capital's wealth management fees range from 0.75% to 2.00% annually, based on the scope and complexity of services, the amount of assets managed, and the overall relationship. The fees are paid quarterly, in advance. There is a $10,000 minimum annual fee. The wealth management fee includes securities transaction fees and custody fees.