Yes, all initial consultations are complimentary at JECohen.
JECohen does not have minimums to do business with us.
We charge advisory fees on a quarterly basis in line with a fee schedule based on the size of your investment portfolio managed by JECohen
JECohen was founded in 2015, but our founder, Jarrett E. Cohen, has been providing financial advice consistently since 2009.
No, JECohen is headquarted in New Orleans, but we offer our services nationwide.