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How does the advisor help clients – Key Takeaways:
ARTHUR M. COHEN & ASSOCIATES LLC is a leading financial firm that specializes in providing expert financial advice to clients looking to manage and grow their wealth. With years of experience, the firm has become a trusted partner for individuals, families, and businesses seeking financial stability and success.
Through a comprehensive and personalized approach, ARTHUR M. COHEN & ASSOCIATES LLC helps clients achieve their financial goals by providing them with sound strategies and recommendations. The firm takes a holistic view of each client’s unique financial situation and offers tailored solutions to help them make informed and responsible financial decisions.
Facts and Insights
ARTHUR M. COHEN & ASSOCIATES LLC has a proven track record of success, with a strong portfolio of satisfied clients. The firm has received numerous accolades and recognition for its exceptional services and commitment to its clients.
The firm’s team of financial experts brings a wealth of knowledge and expertise to the table, providing clients with valuable insights and perspectives on the ever-changing financial landscape.
Assets Under Management, Number of Advisors and Time in Business:
| Assets under management: | $500 million |
|---|---|
| Number of advisors: | 10 |
| Time in business: | 15 years |
Financial Services Offered
ARTHUR M. COHEN & ASSOCIATES LLC offers a wide range of financial services, including investment management, retirement planning, estate planning, tax planning, and risk management. The firm takes a comprehensive approach to financial planning, ensuring that all aspects of a client’s financial well-being are covered.
Client Types
ARTHUR M. COHEN & ASSOCIATES LLC caters to a diverse client base, including high-net-worth individuals, families, and businesses. The firm’s services are tailored to meet the unique financial needs and goals of each client, regardless of their life stage or financial situation.
Fees & Compensation
ARTHUR M. COHEN & ASSOCIATES LLC follows a transparent fee structure and is committed to providing clients with the highest level of service and value. The firm charges a fee based on a percentage of assets under management, ensuring that its interests are aligned with those of its clients.
Background
The founder and principal of ARTHUR M. COHEN & ASSOCIATES LLC, Arthur M. Cohen, has over 20 years of industry experience. He holds a Bachelor’s degree in Finance and a Master’s degree in Business Administration, making him a highly qualified and knowledgeable financial expert. He is also a Certified Financial Planner (CFP®) and a Certified Public Accountant (CPA).
Financial Advisor Disclosures to Know
ARTHUR M. COHEN & ASSOCIATES LLC is committed to maintaining the highest ethical standards and transparency in its operations. The firm adheres to all state and federal regulations and has a clean record with no disciplinary actions against it.