Advisor at Cothran Capital, LLC
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Firm
Cothran Capital, LLC
Location
Memphis, TN 38120
Credentials
Series 65
Industry experience
15 years
Charles Cothran is a financial advisor at Cothran Capital, LLC with 15 years of industry experience. He holds a Series 65 designation and has worked at Cothran Capital since 2010. In addition to his advisory role, he owns and operates Cothran Insurance, where he spends approximately half of his time as a licensed insurance agent. Cothran Capital, LLC provides personalized financial planning, investment management, and asset-allocation services to individuals, high-net-worth clients, corporations, trusts, and estates. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor strategies to client objectives and risk tolerance, offering both discretionary and non-discretionary portfolio management along with specialized services such as fee-based annuity contract management.
Based on Cothran Capital, LLC
Based on Cothran Capital, LLC
Financial planning negotiable fixed fee of $495
$0 - $1,000,000: 1.25% (flat fee for accounts under $1,000,000) $0 - $500,000: 1.00% $500,001 - $1,000,000: 0.85% $1,000,001 - $4,000,000: 0.75% $4,000,001+: 0.50% $0 - $99,999.99: 1.50% (American Funds Service Company tier) $100,000 - $499,999.99: 1.25% (American Funds Service Company tier) $500,000 - $999,999.99: 1.00% (American Funds Service Company tier) $1,000,000 - $2,999,999.99: 0.70% (American Funds Service Company tier) $3,000,000+: 0.50% (American Funds Service Company tier) $0 - $500,000: 0.85% (Beacon Capital Management tier) $500,001 - $1,000,000: 0.75% (Beacon Capital Management tier) $1,000,001 - $2,000,000: 0.70% (Beacon Capital Management tier) $2,000,001+: 0.60% (Beacon Capital Management tier)
Financial planning hourly rate of $300 per hour
Account minimum: $300,000 Minimum fee: Beacon Capital Management minimum annual fee of $400 Fee-only: Financial planning fixed fee of $495 or hourly rate of $300 per hour, negotiable fixed fee basis for financial planning
5865 Ridgeway Center Parkway, Suite 300
Memphis, TN 38120
Arkansas · Tennessee · Texas
Cothran Capital, LLC
2010 - Present (16 years)
Cothran Insurance
2004 - Present (22 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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