Cogentblue

CogentBlue Wealth Advisors, LLC is an SEC-registered Investment Adviser founded in February 2019, with Wesley S. Brown as the principal owner. The firm specializes in Investment Management Services, offering continuous supervisory management and advice tailored to each client's individual needs. Clients' investment portfolios are managed based on their objectives, risk tolerance, and other provided information. The firm charges an annual advisory fee based on the assets under management, with a minimum fee of $10,000 per year for Investment Management Services. CogentBlue does not charge an ongoing advisory fee for unmanaged assets. Clients have the option to impose reasonable restrictions on investing in certain securities or sectors. The firm may provide investment management services for accounts held away from qualified custodians through a third-party provider, Pontera. CogentBlue does not participate in wrap fee programs and manages over $566 million in Discretionary Assets. The firm follows a Code of Ethics focused on integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence. Clients' accounts are reviewed quarterly, and the firm does not vote on client proxies. CogentBlue does not have any financial commitments impairing its ability to meet obligations.