Donald Cox is a registered investment advisor at Cox Global Associates INC, based in Katy, TX, with 40 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11 clients with $330K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $1.5M | 0.75% |
| $1.5M+ | 0.75% |
Fees are negotiable for accounts over $1.5 million. Clients holding assets within an alternative investment are not charged a fee on those investments.
Fee Estimator
Location
1260 Pin Oak Road, Suite 204, Katy, TX, 77494
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2017Regulatory
February 1996Other Business Activities
Donald is the owner of Cox Global Associates Inc., an investment-related business, and has ownership stakes in Pin Oak Atrium Bldg, Cox Excalibur Cattle Co, and Mighty Max Cart LLC. He also serves as a board member for Mighty Max Cart LLC, International Red Brangus Breeders Association, and Katy Management District 1.
Employment History
Current Registrations
Cox Global Associates INC
Previous Registrations
Geneos Wealth Management, INC.
Geneos Wealth Management, INC.Broker
Associated Securities CORP.Broker
Linsco/private Ledger CORP.Broker
Linsco Financial Group, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.