BC

Blair Daniel Cohen

6 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
7 advisors
Number of Clients
450 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$628.3M

Fee Structure

Minimum Investment:$2M
Financial Plan Fee:$5,000 - $15,000

For portfolio management, fees are based on the value of assets managed, as shown in the table. Financial planning fees range from $5,000 to $15,000 depending on the complexity of the client's situation. Accounts of family members may be included together for calculation of advisory fee breakpoints, at GVA’s sole discretion. GVA requires a $2,000,000 minimum for portfolio management services, which may be waived at its discretion.

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEducation PlanningInsurance PlanningHigh Net Worth
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Advisor Information

Office location

4 World Trade Center, Suite 2908, New York, NY, 10007

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
First Liberties Financial
July 2025 - Present · 6 mos
First Liberties FinancialBroker
July 2025 - Present · 6 mos
Goalvest Advisory LLC
May 2024 - Present · 1 yr 8 mos
Previous Registrations
Mizuho Securities USA LLCBroker
November 2021 - June 2023 · 1 yr 7 mos
H.c.wainwright & Co., LLCBroker
May 2020 - October 2020 · 5 mos
Guggenheim Securities, LLCBroker
October 2017 - March 2020 · 2 yrs 5 mos
State Registrations2 states
NYTX
Advisor
Exams
No exam information available for this advisor.
Blair Daniel Cohen - Financial Advisor | AdvisorDiscover