Finding a Top Financial Advisor Firm in Corte Madera, CA
To help you find the best financial advisor firm in Corte Madera, California, we formed a list of the city’s top advisors. We compared each firm’s advisory services, assets under management (AUM), investment strategies, account minimum requirements and more. For more firms to consider, use SmartAsset’s free tool. It will connect you with up to three advisors who serve your area.
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|Rank||Financial Advisor||Assets Managed||Minimum Assets||Financial Services||More Information|
|1||Cohen Capital Management, Inc. Find an Advisor||$755,254,210||$20,000,000|| || |
|2||Financial Connections Group, Inc. Find an Advisor||$434,291,990||$400,000|| || |
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What We Use in Our Methodology
To find the top financial advisors in Corte Madera, we first identified all firms registered with the SEC in the city. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. The qualifying firms were then ranked according to the following criteria:
- AUMFirms with more total assets under management are ranked higher.
- Individual Client CountFirms who serve more individual clients (as opposed to institutional clients) are ranked higher.
- Clients Per AdvisorFirms with a lower ratio of clients per financial advisor are ranked higher.
- Age of FirmFirms that have been in business longer are ranked higher.
All information is accurate as of the writing of this article. This list may include firms that have a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. Such relationships have no impact on our rankings, and firms are included and ranked based strictly on the above criteria.
Cohen Capital Management, Inc.
Cohen Capital Management, Inc. (CCM) is a fee-only firm that works with high-net-worth individuals, individuals, estates, trusts, charitable organizations and corporations.
For advisory services, CCM primarily charges clients asset-based fees. The firm’s minimum account size requirement is $20 million.
Cohen Capital Management Background
CCM began operations in 1995 under the ownership of Jay A. Cohen. Cohen is also the firm’s president, CEO and chief compliance officer.
CCM specializes in portfolio management and financial planning services. On its firm brochure, the firm says it manages clients’ cash balances, equity and fixed income portfolios on a fully disclosed basis.
Cohen Capital Management Investing Strategy
CCM’s investing strategy focuses on the fundamental and quantitative aspects of potential investments with a long-term scope to total capital appreciation. The firm also offers asset allocation advice which focuses on clients’ long-term financial goals.
CCM analyzes securities by using cyclical and fundamental analysis methods.
Financial Connections Group, Inc.
Financial Connections Group, Inc. is a fee-only firm. It advises individuals and high-net-worth individuals, trusts, estates, endowments, profit-sharing plans and small businesses.
For prospective clients looking to establish an advisory relationship, the firm requires a minimum account size of $400,000. Financial Connections’ compensation arrangements include asset-based fees, hourly charges and fixed fees.
Some of the team’s designations include the certified professional retirement coach (CPRC), chartered retirement planning counselor (CRPC), accredited domestic partnership advisor (ADPA), certified financial planner (CFP), enrolled agent (EA), financial paraplanner qualified professional (FPQP) designations.
Financial Connections Group Background
Founded in 1994, Financial Connections provides portfolio management, financial planning and tax preparation services for various individual and institutional clients. Jill Hollander is the firm’s managing partner, chief compliance officer and majority shareholder.
When it comes to investment management, the firm offers two options - a customized portfolio or a digital investment management solution. The customized portfolio option has an account minimum requirement of $500,000, while the digital investment management solution requires $10,000.
Financial Connections Group Investment Strategy
Financial Connections believes that asset allocation is a crucial component of investment portfolio design. The firm designs portfolios with a long-term focus, but may use short-term strategies when requested by the client.
The firm generally utilizes the following securities: active or passive mutual funds, exchange-traded funds, exchange-traded notes, individual equity or debt securities, commercial paper, certificates of deposit and municipal or government securities.