Eleanor Cooke is a registered investment advisor at Mission Wealth Management, LP, based in Houston, TX, with 32 years of industry experience. Eleanor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,632 clients with $10B 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 $5.0M | 1.00% |
| $5.0M - $15.0M | 0.85% |
| $15.0M - $25.0M | 0.75% |
| $25M+ | 0.50% |
The total minimum annual fee is $10,000. MWM’s maximum annual cumulative Investment Management fee is 1.50%. Emerging Wealth clients that sign a MissionForward Agreement with MWM that have managed assets under $500,000 will be assessed a $425 flat fee per month. Once the Emerging Wealth client’s managed assets exceed $500,000, the Emerging Wealth client will revert to MWM’s standard Wealth Management fee schedule.
Fee Estimator
Location
7500 San Felipe St., Suite 150, Houston, TX, 77063
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Mission Wealth Management, LP
Previous Registrations
The Leaders Group, INC.Broker
First Heartland Capital, INC.Broker
Centerre Capital LLCBroker
First Heartland Capital, INC.Broker
Jefferson Pilot Securities CorporationBroker
Securities Management & Research, INC.Broker
David Huckin and Associates INC.Broker
Advantage Capital CorporationBroker
Josephthal Lyon & Ross IncorporatedBroker
Dickinson & CO.Broker
Post Oak Capital, INC.Broker
Lehman Brothers INC.Broker
Charles Schwab & CO., INC.Broker
Howard Weil Retirement Security CorporationBroker
Isfa CorporationBroker
Edward D. Jones & CO., L.P.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.