Advisor at Cohen Investment Advisors, LLC
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Firm
Cohen Investment Advisors, LLC
Location
Bedford, NH 03110
Credentials
CFP®, Series 66
Industry experience
6 years
James Perry is a CFP® and holds a Series 66 license with six years of industry experience. He has worked at Cohen Investment Advisors since 2025 and previously held roles at Applied Capital Management, Natixis Distribution, L.P., and MFS Investment Management. Cohen Investment Advisors offers financial planning, consulting, and investment management services to individuals, high net worth clients, pooled investment vehicles, retirement plans, trusts, and estates. The firm emphasizes discretionary portfolio management using proprietary model portfolios based on fundamental analysis and conducts ongoing account monitoring with quarterly reviews.
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
Massachusetts · New Hampshire · Texas
Cohen Investment Advisors
2025 - Present (1 year)
Applied Capital Management
2022 - 2025 (3 years)
Natixis Distribution, L.P.
2018 - 2022 (4 years)
MFS Investment Management
2013 - 2018 (5 years)
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Is active or affiliated with:
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They provide trust and estate administration services, typically for separate fees.
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Real estate agent
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Other specialized services
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