Standard Trading Account
Traditional IRA
ROTH IRA
SEP IRA
ROLLOVER IRA
Managed
What does Fee-Only mean?
Fee-only advisors get paid for the advice and guidance they provide. They do not receive commissions, nor do they sell products. The client – and the client’s needs – are at the center of the relationship, not some firm the advisor represents or the products the firm sells.
What are Subscription Based Fees vs AUM (Assets Under Management): Cobalt Wealth Management does not require a minimum portfolio size to work with you. If you have earnings, little to no investable assets, complex needs, and the desire for comprehensive wealth management, we provide ongoing planning based on a monthly subscription fee ranging from $50 to $250 per month.
