Jennifer Cook is a CFP-designated registered investment advisor at Cypress Point Wealth Management, LLC, based in Dallas, TX, with 4 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 176 clients with $1.1B 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 $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable. The investment management fee charged by Independent Managers is separate from, and in addition to, Cypress Point’s advisory fee. Fees for equity managers are generally higher than those for fixed income managers.
Fee Estimator
Location
3838 Oak Lawn Ave, Suite 1150, Dallas, TX, 75219
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jennifer is the Special Events Director of the Financial Planning Association of Dallas and Fort Worth and serves on the Texas Tech University Personal Financial Planning Alumni Advisory Board. She also provides pro bono financial coaching for widows through Wings for Widows and oversees operations for her husband's engineering consulting business, Aquila Dynamics, LLC, dedicating minimal time to each.
Employment History
Current Registrations
Cypress Point Wealth Management, LLC
State Registrations1 state
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