Cagatay
Koc
Strategic Wealth Planning
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About this Advisor
Cagatay Koc is a financial advisor based in Richardson, Texas, working with Strategic Wealth Planning. Cagatay has previously held positions at Univ. Of Louisville, University Of Arizona, Northern Trust Company, Sterling Investment Management, Faubourg Private Wealth, Self Employed Speculators Anonymous, Lifepro Financial Services, and Strategic Wealth Planning. Cagatay has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Cagatay is part of Strategic Wealth Planning, which operates out of Richardson, Texas. The firm has 8 employees and manages assets totaling $200.5 million. Strategic Wealth Planning serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Strategic Wealth Planning includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Strategic Wealth Planning Brokerage Details
$200,500,000
8
640
$313,281
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Cagatay Koc Work History
Strategic Wealth Planning
Lifepro Financial Services
Self Employed Speculators Anonymous
Faubourg Private Wealth
Sterling Investment Management
Northern Trust Company
University Of Arizona
Univ. Of Louisville
Disclosures
Please visit the SEC profile of Cagatay Koc to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Strategic Wealth Planning
Richardson, TX
Richardson, TX
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