Our Fees

Our Compensation

At Cogent Strategic Wealth, we strive to provide transparent and trustworthy financial guidance for our clients. As a fee-only, fiduciary, independent registered investment advisor firm, we operate with integrity by charging a single advisory fee based on your assets under management.

Our fee starts at 1%, which can decrease as you reach different asset levels. We firmly believe in keeping our fee structure upfront and clear because we don’t believe in hidden fees or commissions. Our independence is one of our greatest assets.

Unlike commissioned salespeople or brokers who can face conflicts of interest, our model puts you first as we receive no commissions, have no hidden agendas, and have no large financial corporation to answer to.

As an independent firm, we don’t recommend investments that are cookie-cutter and not in your best interests.  When building investment portfolios, our primary goal isn’t to simply produce the largest possible return, but rather to create a portfolio that gives you the highest likelihood of achieving your goals — balancing risk as well as return. To do this, we employ an evidence-driven investment methodology backed by more than 80 years of peer-reviewed financial research and market studies. Our recommendations for you are based solely on your situation, goals and individual circumstances. At Cogent Strategic Wealth, we genuinely believe that it’s essential to put our clients first.

When you have a solid plan in place, there's nothing you can't accomplish.

Let us be your guide toward financial prosperity.