Advisor at Cohen Investment Advisors, LLC
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Firm
Cohen Investment Advisors, LLC
Location
Bedford, NH 03110
Credentials
CFP®, Series 63, Series 65
Industry experience
31 years
Daniel Cohen is a CFP® with 31 years of industry experience and has been with Cohen Investment Advisors, LLC since 2013. He serves as vice president and executive committee member of the Boys & Girls Club of Manchester and holds board roles with the Jewish Federation of New Hampshire and Derryfield School. Additionally, he manages the finances of a Pilates studio. Cohen Investment Advisors provides financial planning, consulting, and investment management services to individuals, high net worth clients, retirement plans, trusts, and estates. The firm uses proprietary model portfolios with fundamental analysis and offers discretionary portfolio management, including options for privately placed securities and pooled investment vehicles.
Based on Cohen Investment Advisors, LLC
Based on Cohen Investment Advisors, LLC
Management fee of 1% annually for Private Fund; 10% performance-based bonus if Fund earns more than 5% preferred return
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $5,000,000: 1.00% $5,000,001+: 0.75%
Performance-based bonus of 10% over 5% preferred return for Private Fund; performance fee arrangements may be negotiated with qualified clients
Account minimum: $250,000 Minimum fee: $2,500 minimum annual fee
264 South River Road, Suite 414
Bedford, NH 03110
Florida · Massachusetts · New Hampshire · Texas
Cohen Investment Advisors, LLC
2013 - Present (13 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:
Fund sponsor
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Is not active or affiliated with:
Insurance agent
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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.
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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