Charlie Cook is a CFP-designated registered investment advisor at Coriander Financial Group LLC, based in Ann Arbor, MI, with 12 years of industry experience. Charlie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, LGBTQ+, and 3 more. Their firm serves 31 clients with $47M 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 $500K | 0.95% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $8.0M | 0.50% |
| $8M+ | 0.40% |
Fees may be negotiable. Certain legacy Clients may be billed under a different fee schedule.
Fee Estimator
Contact
Charlie Cook
Location
Ann Arbor, MI
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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
Charlie owns Charlie Cook CPA LLC, where he prepares and files tax returns for certain clients. He dedicates minimal time to this activity.
Employment History
Current Registrations
Coriander Financial Group LLC
Previous Registrations
Columbia Asset Management, L.L.C.
State Registrations1 state
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