Safalta Sherpa is a registered investment advisor at Cooksen Wealth, LLC, based in Denver, CO, with 15 years of industry experience. Safalta 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
Denver, CO
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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
Cooksen Wealth, LLC
Previous Registrations
Mclean Asset Management CORP.
Ef Legacy Securities, LLCBroker
Edelman Financial Services, LLC
Sanders Morris Harris LLCBroker
Raymond James Financial Services, 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.