Advisor at Cohen Investment Advisors, LLC
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Firm
Cohen Investment Advisors, LLC
Location
Bedford, NH 03110
Credentials
Series 65
Industry experience
1 year
Tiffany Donegan is a financial advisor at Cohen Investment Advisors, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked in education and real estate management. Cohen Investment Advisors provides 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 and conducts ongoing account monitoring, with additional offerings including privately placed securities and pooled vehicles for qualified investors.
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
New Hampshire · Texas
Cohen Investment Advisors, LLC
2022 - Present (4 years)
McKelvie Intermediate School SAU #25
2020 - 2022 (2 years)
Unempoyed
2019 - 2020 (1 year)
Bishop Real Estate Management
2018 - 2019 (1 year)
UnEmployed
2014 - 2018 (4 years)
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Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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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