A complete list of active advisors currently associated with CochranMickels Retirement Specialists, LLC
Warmer can help you find a great advisor at CochranMickels Retirement Specialists, LLC or one who fits your needs even better.
CochranMickels Retirement Specialists is a small, two-advisor registered investment adviser that serves individuals and high-net-worth clients, providing discretionary and non-discretionary asset management alongside standalone financial planning and consulting. The firm manages about $30.3 million for roughly 42 client relationships and documents client goals and investment restrictions in individual client files. The firm’s investment process combines fundamental analysis and Modern Portfolio Theory to build customized asset allocations and long-term purchase strategies, with periodic rebalancing and quarterly account reviews that consider tax-loss harvesting opportunities. Clients may impose written restrictions (for example, socially conscious investing), and the firm delivers full financial plans or targeted consultations based on each client’s stated objectives and risk tolerance. A notable feature is the firm’s affiliation with an insurance business: one owner maintains an independent insurance agency and sells insurance products for separate compensation, a relationship the brochure discloses and describes as mitigated by disclosures and the firm’s fiduciary obligations. Operationally, the firm requires use of specified custodians (Altruist or Interactive Brokers), does not vote client proxies (clients receive and vote their own proxies), and discloses that advisory representatives may receive external insurance commissions — distinctions that are less common among peers in this advisor category.
To learn more about the advisors currently working at CochranMickels Retirement Specialists, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Huntsville, AL
| 11
| |
Huntsville, AL
| 2
|
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