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How does the advisor help clients – Key Takeaways:
KAGAN COCOZZA ASSET MANAGEMENT offers a wide range of financial services and specializes in creating personalized investment strategies for their clients.
Their team of experienced advisors provides expert financial guidance and helps clients achieve their long-term financial goals.
They work closely with each client to understand their unique financial needs and objectives before developing a customized plan to help them grow and protect their wealth.
Facts and Insights
Founded in 2005, KAGAN COCOZZA ASSET MANAGEMENT has been in the financial services industry for over 15 years.
Their team of advisors has a combined experience of over 50 years in the industry, bringing a wealth of knowledge and insight to their clients.
The firm currently manages over $200 million in assets and has a growing client base of high-net-worth individuals, families, and institutions.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $200 million | 10 | 15 years |
Financial Services Offered
KAGAN COCOZZA ASSET MANAGEMENT offers a diverse range of financial services to meet the needs of their clients.
- Investment management: The firm creates personalized investment portfolios to help clients reach their long-term financial goals.
- Retirement planning: They help clients plan for retirement by developing a comprehensive strategy to maximize income and minimize taxes.
- Estate planning: Their advisors work with clients to develop a plan to ensure their assets are protected and passed on to their heirs as desired.
- Wealth preservation: KAGAN COCOZZA ASSET MANAGEMENT helps clients protect their wealth through risk management and insurance solutions.
- Tax planning: The firm offers tax planning services to help clients minimize their tax obligations and maximize their wealth.
Client Types
KAGAN COCOZZA ASSET MANAGEMENT works with a diverse range of clients, including high-net-worth individuals, families, and institutions.
Their personalized approach allows them to cater to the unique needs and objectives of each client, regardless of their financial situation.
Fees & Compensation
The firm offers fee-only services, which means they are compensated solely by their clients and do not receive commissions or other forms of compensation from third-party sources.
Their fees are based on a percentage of assets under management, and they do not charge any hidden fees or commissions.
Background
KAGAN COCOZZA ASSET MANAGEMENT was founded by John Kagan and Maria Cocozza, who are both experienced financial advisors with a passion for helping clients achieve their financial goals.
Their team of advisors has a strong background in finance and a deep understanding of the markets, allowing them to provide valuable insights and guidance to their clients.
Financial Advisor Disclosures to Know
KAGAN COCOZZA ASSET MANAGEMENT is a registered investment advisor with the Securities and Exchange Commission (SEC). This means they are held to a fiduciary standard and are required to act in the best interests of their clients at all times.
They have a clean record with no legal or regulatory disclosures, ensuring their clients can trust the integrity and professionalism of their services.