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How does the advisor help clients – Key Takeaways:
COGENT INDEPENDENT ADVISORS, INC. provides comprehensive financial services to its clients, helping them achieve their financial goals and secure their future. With years of experience in the industry, the firm offers personalized financial advice and tailored solutions to meet the unique needs of each client.
Facts and Insights
COGENT INDEPENDENT ADVISORS, INC. was founded in 2005 and is headquartered in Los Angeles, California. The firm has a team of highly qualified financial advisors who are dedicated to providing quality services to clients. With a focus on wealth management, the firm offers a wide range of financial services to help individuals and families build and preserve their wealth.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 16 years |
Financial Services Offered
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Risk Management
- Education Planning
Client Types
COGENT INDEPENDENT ADVISORS, INC. serves a diverse group of clients including high net worth individuals, families, small business owners, and institutions. The firm takes a holistic approach to financial planning and caters to the unique needs of each client.
Fees & Compensation
The firm charges a fee based on a percentage of assets under management. This fee structure ensures that the firm’s interests are aligned with those of the clients. Additionally, the firm may also charge a performance fee for certain investment services. COGENT INDEPENDENT ADVISORS, INC. is committed to being transparent about its fees and will discuss them with clients prior to entering into any agreement.
Background
The team at COGENT INDEPENDENT ADVISORS, INC. has over 50 years of combined experience in the financial industry. The firm’s advisors are highly qualified and hold various professional designations such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA). The firm’s commitment to continuous education allows its advisors to stay up-to-date with the latest industry trends and best practices.
Financial Advisor Disclosures to Know
COGENT INDEPENDENT ADVISORS, INC. holds itself to the highest standards of professionalism and ethical conduct. The firm is a registered investment advisor with the Securities and Exchange Commission (SEC) and is required to adhere to strict regulatory guidelines. As a fiduciary, the firm is obligated to act in the best interests of its clients at all times.