Advisor at Coho Advisory Services, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Coho Advisory Services, LLC
Location
Anchorage, AK 99503
Credentials
Series 63, Series 65
Industry experience
26 years
Albert Daniels is a financial advisor with Coho Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Ameritas Investment Company, Woodbury Financial Services, and Country Companies. Outside of his advisory work, he is the founder and advisor of Allyfe Pregnancy Clinics, a nonprofit women’s resource organization. Coho Advisory Services serves individual and high-net-worth clients with portfolio management, financial planning, and retirement-plan consulting. The firm employs a core passive investment approach enhanced by tactical active adjustments and offers both discretionary and non-discretionary management, leveraging the AssetMark platform for access to third-party managers.
Based on Coho Advisory Services, LLC
Based on Coho Advisory Services, LLC
$0 - $250,000: 1.00% annually $250,001 - $500,000: 0.70% annually $500,001 - $1,000,000: 0.55% annually $1,000,001 - $2,000,000: 0.50% annually $2,000,001 - $3,000,000: 0.45% annually $3,000,001+: 0.40% annually
$290 per hour, negotiable
3150 C Street, Suite 240
Anchorage, AK 99503
Alaska · California · Colorado · Nevada · Oregon · Texas · Washington
Coho Advisory Services
2023 - Present (3 years)
Ameritas Investment Company, LLC
2020 - 2023 (3 years)
Woodbury Financial Services inc
2019 - 2020 (1 year)
ON Investment Management Co
2017 - 2019 (2 years)
The O.N. Equity Sales Company
2017 - 2019 (2 years)
COHO Financial Group, LLC
2017 - Present (9 years)
Country Companies
1999 - 2017 (18 years)
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Other specialized services
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