Lindsey Cooksen is a CFP-designated registered investment advisor at Cooksen Wealth, LLC, based in The Woodlands, TX, with 16 years of industry experience. Lindsey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 46 clients with $210M 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 $15.0M | 1.00% |
| $15M+ | 0.75% |
Cooksen Wealth may negotiate a different fee rate for certain client holdings. Total fees charged by both parties (Cooksen Wealth and Independent Manager) will not exceed 3% of assets under management per year.
Fee Estimator
Location
1790 Hughes Landing, The Woodlands, TX, 77380
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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 →Other Business Activities
Lindsey is an independent director for Targa Resources Corp. since June 2020, dedicating a few hours per week to this investment-related activity.
Employment History
Current Registrations
Cooksen Wealth, LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations1 state
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