Cohen Capital fees and pricing

Financial planner in Chicago, Illinois. Registered with the SEC.

According to its Form ADV Part 2A brochure dated May 4, 2026, Cohen Capital charges an annual fee of $10,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 4, 2026. Fees can change, so confirm with the firm before you hire them.

Payment and refund terms, quoted from the fee section of the brochure.

“Fees for Advisory Services Wealth Management Services Wealth management fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the wealth management agreement.”
“The wealth management fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
“Fees may be negotiable at the sole discretion of the Advisor.”

Its annual fee of $10,000 is above the Illinois median of $7,500. 60% of the 77 other Illinois planners that publish an annual fee charge less.
15 of the 25 other planners in Chicago that publish an annual fee charge less.

How the firm is paid: Fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 2% a year
Minimum: $10,000 minimum fee (stated in brochure)
Clients: 1,457
Employees: 11
Works with: Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed: $1,100,714,851
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 339112
Website: coheninvest.com (opens in new tab)
Phone: (312) 477-3155

Can advise clients in 3 states: Florida, Illinois, Texas

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.