Advisor at Cothran Capital, LLC
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Firm
Cothran Capital, LLC
Location
Memphis, TN 38120
Credentials
CFP®, Series 65
Industry experience
4 years
Jacob Cothran is a CFP® and Series 65 licensed advisor with four years of industry experience. He is the principal of Cothran Capital, LLC and also operates as a sole proprietor. Prior to his advisory career, he worked at McKinney Drilling Company for five years. Outside of his advisory work, he is a licensed insurance agent, dedicating a substantial portion of his time to that activity. 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 employs a combination of fundamental, technical, and cyclical analysis, offers both discretionary and non-discretionary portfolio management, and partners with third-party managers to tailor strategies according to client objectives and risk tolerance.
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
Tennessee
Cothran Capital, LLC
2022 - Present (4 years)
Jacob Cothran, Sole Proprietor
2021 - Present (5 years)
Cothran Capital, LLC
2020 - 2022 (2 years)
McKinney Drilling Company
2015 - 2020 (5 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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