JC
CFP
JC
CFP
John Cooke is a CFP-designated registered investment advisor at Cooke Wealth Management, LLC, based in Irvine, CA, with 25 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 114 clients with $140M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
114 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$136.9M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.20% |
| $750K - $1.2M | 1.10% |
| $1.3M - $2.0M | 0.95% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
18881 Von Karman Ave., Suite 1420, Irvine, CA, 92612
Get directionsHistory
Regulatory History (1)
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Customer Dispute
April 1993Settled
Employment History
Current Registrations
Cooke Wealth Management, LLC
September 2003 - Present · 22 yrs 8 mos
Previous Registrations
Liberty Capital Management, INC.
April 2001 - September 2006 · 5 yrs 5 mos
Royal Alliance Associates, INC.
March 2001 - April 2008 · 7 yrs 1 mo
State Registrations1 state
CA
Advisor
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.
Exams
No exam information available for this advisor.