James Cook is a registered investment advisor at Schooner Wealth Management, based in Columbia, SC. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 5 clients with $5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Schooner Wealth Management charges a fee based on the value of your portfolio, calculated quarterly. The fee schedule is as follows:
- 1.00%–1.25% on the first $1 million
- 0.75%–1.00% on the next $2 million ($1 million–$3 million)
- 0.50%–0.75% on amounts over $3 million
Fees are negotiable.
Location
Columbia, SC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Schooner Wealth Management
State Registrations1 state
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