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

5-30 advisors or >$500M in AUM

Clients per advisor

Typical

Average account size

$5,866,729

About

Arthur M. Cohen & Associates, LLC provides investment advisory and financial planning services to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations and other entities. Services are tailored and include portfolio management, retirement and tax planning, estate planning, benefits plan design and advice on a broad range of securities, including private investments and direct investments in partnerships or businesses.

The firm tailors strategies to each client by assessing time horizon and risk tolerance and generally relies on fundamental analysis using sources such as Morningstar and Value Line; the brochure reports all assets under management are handled on a discretionary basis. Client accounts are reviewed at least quarterly or semi‑annually, with an annual in‑person update, and the firm conducts ongoing manager due diligence including site visits and conference calls.

The firm manages over $1.1 billion in discretionary assets, resulting in an unusually high level of assets under management per adviser compared with peers in the team cohort. Distinctive operational features disclosed in the brochure include advice on private and direct investments, occasional referral arrangements that may involve a portion of third‑party manager fees for certain hedge fund investments, and a formal succession agreement with Joel Isaacson & Co., all of which set it apart from many similarly sized advisory teams.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

General tax planning Charitable giving tax strategies Cash flow / budgeting

Fee options

Fixed

Financial planning flat fee starting at a minimum of $500, based on complexity.

Percentage

$0 - $2,000,000: 1.00% $2,000,001 - $7,000,000: 0.75%

Project-based

$200 to $400 per hour for financial planning, if client desires.

Other

Minimum fee: Financial planning flat fee starting at $500. Fee-only: Flat fee financial planning starting at $500; hourly fees $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 tax planning Charitable giving tax strategies Cash flow / budgeting

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 tax planning Charitable giving tax strategies Cash flow / budgeting

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 tax planning Charitable giving tax strategies Cash flow / budgeting

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