Donald Maynard is a registered investment advisor at Cooksen Wealth, LLC, based in The Woodlands, TX, with 6 years of industry experience. Donald 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 Boulevard, Suite 400, The Woodlands, TX, 77380
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Donald is the President and CEO of DG Maynard & Associates, LLC, an oil and gas technology consulting firm, since 2010. He spends about half his time on this activity, with some of those hours occurring during trading hours.
Employment History
Current Registrations
Cooksen Wealth, LLC
State Registrations1 state
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