Beth Williams is a registered investment advisor at Cookson Peirce Wealth Management, based in Pittsburgh, PA, with 10 years of industry experience. Beth 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 1,648 clients with $2.6B 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Equity schedule shown. Fixed income and other asset classes use a separate schedule (0.6% on first $1M, 0.5% on next $1M, 0.4% above $2M). Invest Stronger automated portfolios charge a flat 0.40%. Independent managers charge an additional 0.25% to 0.50%. Fees are negotiable at management's discretion.
Fee Estimator
Location
530 William Penn Place, Pittsburgh, PA, 15219
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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
Cookson Peirce Wealth Management
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.
Exams
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