Alexander Cooke is a registered investment advisor at Optimist Capital, based in Palm Beach Gardens, FL, with 14 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70 clients with $97M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Minimum client relationships are $1mil, however agreements can be made for smaller assets on a case by case basis. All fees are negotiable.
Fee Estimator
Location
2401 Pga Blvd, Suite 148, Palm Beach Gardens, FL, 33410
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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
Optimist Capital
Previous Registrations
Optimist Capital
Fairfield, Bush & CO.
Fairfield, Bush & CO.
Fairfield, Bush & CO.
Main Street Management Company
State Registrations2 states
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.