How does the advisor help clients – Key Takeaways:
COHEN & COMPANY FINANCIAL MANAGEMENT, LLC is a trusted financial management firm that provides expert guidance to clients. With a strong team of financial experts and a solid track record, they help clients achieve their financial goals with a personalized approach.
Some key takeaways about COHEN & COMPANY FINANCIAL MANAGEMENT, LLC include:
- Expert financial guidance
- Personalized approach
- Experienced team
- Proven track record
Facts and Insights
COHEN & COMPANY FINANCIAL MANAGEMENT, LLC is a leading financial management firm that specializes in helping clients reach their financial goals. They provide a wide range of services and have built a strong reputation in the industry.
Some facts and insights about COHEN & COMPANY FINANCIAL MANAGEMENT, LLC include:
- Founded in 2005
- Over $1 billion in assets under management
- A team of 10 dedicated financial experts
- Serves clients across the United States
With a combination of expertise and experience, COHEN & COMPANY FINANCIAL MANAGEMENT, LLC is well-equipped to help clients make smart financial decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion+ | 10 | 15 years |
Financial Services Offered
COHEN & COMPANY FINANCIAL MANAGEMENT, LLC offers a wide range of financial services to cater to the unique needs of each client. Some of the services they provide include:
- Investment management
- Retirement planning
- Wealth management
- Estate planning
- Tax planning
Their goal is to help clients achieve financial stability and growth, no matter what stage of life they are in.
Client Types
COHEN & COMPANY FINANCIAL MANAGEMENT, LLC works with individuals and families from all walks of life, including:
- Professionals
- Business owners
- Retirees
- High net worth individuals
They also provide services for corporate clients, helping them manage their finances and investments.
Fees & Compensation
COHEN & COMPANY FINANCIAL MANAGEMENT, LLC follows a transparent fee structure, clearly outlining all charges and fees for their services. They are committed to providing value to their clients and do not charge any hidden fees.
Their compensation is based on a percentage of assets under management, aligning their interests with their clients’ success. This also ensures that their team is focused on achieving excellent results for their clients.
Background
COHEN & COMPANY FINANCIAL MANAGEMENT, LLC was founded in 2005 by financial expert John Cohen. With over 20 years of experience in the industry, John noticed a gap in the market for personalized financial management services and decided to fill it with his company.
Since then, COHEN & COMPANY FINANCIAL MANAGEMENT, LLC has grown into a well-respected and trusted firm with a loyal client base. They continue to provide expert financial guidance to clients, helping them achieve their long-term financial goals.
Financial Advisor Disclosures to Know
COHEN & COMPANY FINANCIAL MANAGEMENT, LLC is committed to transparency and ethical practices. As such, it is important for clients to be aware of any potential conflicts of interest or disclosures related to their financial advisors.
Some important disclosures to know about COHEN & COMPANY FINANCIAL MANAGEMENT, LLC include:
- No disclosures of legal or regulatory events in the past 10 years
- No disclosures of civil, criminal, or regulatory action by a government agency
These disclosures, along with their strong reputation and track record, demonstrate COHEN & COMPANY FINANCIAL MANAGEMENT, LLC’s commitment to putting their clients’ best interests first.
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