Cosmos Wealth offers discretionary investment management and comprehensive financial planning services for individuals, families, and business owners. The firm builds diversified portfolios using equities, fixed-income securities, venture capital, alternatives, and mutual funds, tailored to each client's specific risk tolerance and goals. Financial planning topics include retirement planning, tax considerations, estate planning, insurance reviews, cash flow analysis, and education funding. In addition to ongoing portfolio management, Cosmos Wealth provides hourly consulting services for clients who need specific financial advice or do not meet the minimum asset requirements for ongoing management. The firm operates as a registered investment advisor and is required to act in your best interest when advising on retirement accounts.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
Annual fee is up to 1.20% and is assessed monthly in arrears based on the daily average balance. Fees can be structured as a flat percentage or tiered schedule. Subject to a $1,000 minimum annual fee.