Arthur M.. Cohen & Associates LLC

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Client assets under management

$1,108,811,722

Clients

189

86% high-net worth

Advisors

of 5 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

Typical

Average account size

$5,866,729

About

The firm provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations and other entities. Services are tailored to each client and include portfolio management, tax and retirement planning, insurance and cash flow review, and evaluation of estate and trust documents; the firm may serve as investment adviser or trustee for certain client‑created trusts.

It develops strategies around each client’s time horizon and risk tolerance, generally using fundamental analysis and third‑party research sources (e.g., Morningstar, Value Line, prospectuses) to set asset allocations across equities, fixed income, ETFs, private investments and other instruments. The firm manages client assets on a discretionary basis and discloses the use and risks of less liquid or complex instruments, including private investments and derivatives, in its disclosures.

Distinctive operational features include managing roughly $1.11 billion in discretionary assets for about 189 clients with a small advisory team, producing an unusually high amount of assets per advisor compared with peers. The firm has a formal succession arrangement with another advisory firm, performs ongoing due diligence when recommending third‑party managers (including instances where it receives a portion of management fees from a referred manager), and commonly recommends Pershing as custodian while allowing clients to choose their broker‑dealer.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

General retirement planning Income planning Charitable giving & philanthropy

Fee options

Fixed

Financial planning flat fee starting at $500, based on complexity

Percentage

$0 - $2,000,000: 1% of assets under management $2,000,001 - $7,000,000: 0.75% of assets under management

Project-based

$200 to $400 per hour for financial planning, if preferred over flat fee

Other

Minimum fee: Financial planning flat fee starting at $500 Fee-only: Flat fees for financial planning starting at $500; hourly rates $200 to $400

Main office location

Arthur M.. Cohen & Associates LLC

1033 Skokie Boulevard, Ste 200

Northbrook IL 60062, United States

Number of offices

Most active in

Arizona · California · Colorado · Florida · Illinois · Louisiana · New York · Texas

Disclosures

Business activities & affiliations

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.

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

847-480-2990

Advisors at this firm

Nano Y

CFP®, Series 63

Northbrook, IL

Arthur M.. Cohen & Associates LLC

Nano Younger is a CFP® with 23 years of industry experience, currently serving at Arthur M. Cohen & Associates LLC since 1999. He also operates a tax preparation business. Arthur M. Cohen & Associates provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering discretionary portfolio management and financial planning. The firm customizes investment strategies based on clients’ time horizons and risk tolerance, utilizing fundamental analysis, third-party research, and additional due diligence before recommending complex investments.

General retirement planning Income planning Charitable giving & philanthropy

Arthur C

Series 63

Northbrook, IL

Arthur M.. Cohen & Associates LLC

Arthur Cohen is a financial advisor with Arthur M. Cohen & Associates LLC, holding a Series 63 designation and 28 years of industry experience. He has been with Arthur M. Cohen and Associates since 1989. Arthur M. Cohen & Associates, LLC provides advisory services to individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers discretionary portfolio management and financial planning, with a focus on fundamental analysis and third-party research, tailoring investment strategies to clients’ time horizons and risk tolerance.

General retirement planning Income planning Charitable giving & philanthropy

Marcie P

CFP®, Series 66

Glencoe, IL

Arthur M.. Cohen & Associates LLC

Marcie Pickard is a CFP® professional with nine years of industry experience, currently affiliated with Arthur M. Cohen & Associates LLC and Republic Partners. Her prior experience includes roles at Merrill and Bank of America, N.A. She holds the Series 66 designation. Arthur M. Cohen & Associates, LLC provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers discretionary portfolio management and financial planning, tailoring investment strategies based on fundamental analysis and third-party research to clients’ time horizons and risk tolerances.

General retirement planning Income planning Charitable giving & philanthropy

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