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Client Relationship Summary.pdf

Form-CRS-Cobler_Capital_Management_LLC-3-10-23.pdf
Preview of Client Relationship Summary
🔗 Source: bobschwarzfinancial.com
📊 Size: 111 KB
👤 Author: ChrisD
⬇️ Downloads: 98

Summary

COBLER CAPITAL MANAGEMENT, LLC is an investment adviser offering advisory accounts and services, with fees varying depending on services received and assets in the account. The firm provides portfolio management, monitoring client accounts daily, and has discretionary management without material limitations. Fees are charged quarterly, and additional fees may be imposed by investments or custodians. The firm must act in the client's best interest, but has conflicts of interest, such as receiving commissions and having an incentive to increase assets to increase fees. The firm and its financial professionals do not have a disciplinary history, and additional information can be found in their Brochure or by contacting them at (785) 582-5805.

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Description

COBLER CAPITAL MANAGEMENT, LLC is an investment adviser offering advisory accounts and services, with fees varying depending on services received and assets in...

Technical Information

  • File Format: PDF
  • File Size: 111 KB
  • Pages: 2
  • Language: EN
  • Author: ChrisD
  • Total Downloads: 98
  • Last Updated: 1 week ago

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This PDF document about Client Relationship Summary provides comprehensive information and guidance. Whether you're a beginner or advanced user, this resource offers valuable insights into Client Relationship Summary.

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