About COGENT CAPITAL GROUP
COGENT CAPITAL GROUP is a premier financial firm that provides expert advice and guidance to clients in all aspects of their financial lives. They pride themselves on their personalized approach and commitment to putting their clients’ needs first.
With a team of experienced and knowledgeable financial advisors, COGENT CAPITAL GROUP has helped countless clients achieve their financial goals and secure their future. They offer a wide range of financial services, from retirement planning to investment management, and always strive to provide top-notch service and support to their clients.
How does the advisor help clients – Key Takeaways:
- Personalized approach to financial planning and management
- Expert advice and guidance in all areas of finance
- Dedicated commitment to meeting clients’ needs and goals
- Wide range of financial services offered
- Experienced and knowledgeable team of financial advisors
Facts and Insights
- Assets Under Management: $500 million
- Number of Advisors: 15
- Time in Business: 25 years
Financial Services Offered
COGENT CAPITAL GROUP offers a comprehensive range of financial services to meet the diverse needs and goals of their clients. These services include:
- Retirement Planning
- Investment Management
- Estate Planning
- Tax Planning
- Insurance Planning
- Wealth Management
- And more
Client Types
COGENT CAPITAL GROUP serves a wide range of clients, including:
- Individuals
- Families
- Business owners
- High-net-worth individuals
- Retirees
- And more
Fees & Compensation
COGENT CAPITAL GROUP charges fees based on a percentage of assets under management. These fees are typically around 1% of total assets and may vary depending on the services provided. They do not receive any commissions or compensation from third parties, ensuring their advice is always in the best interest of their clients.
Background
Founded in 1996, COGENT CAPITAL GROUP has been providing expert financial advice and guidance to clients for over 25 years. Their team of advisors has a wealth of experience and expertise in the financial industry, allowing them to provide top-notch service and support to their clients.
Financial Advisor Disclosures to Know
COGENT CAPITAL GROUP is a registered investment advisor with the Securities and Exchange Commission (SEC). They have a clean record with no disciplinary actions or regulatory sanctions. They are committed to transparency and providing clients with all necessary disclosures and information.