The Cook Company provides investment and financial planning services to individuals and small businesses. The firm reviews a client's financial situation and objectives, then monitors and reviews them regularly. The Cook Company helps clients implement financial strategies, working with their other advisors. Recommended investments are no-load mutual funds and Exchange Traded Funds (ETFs). Qualified clients may also have access to private equity investments.
Assets Under Management$39M
Clients106
Advisors1
Avg. per Client$370K
Avg. per Advisor$39M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.90% |
| $4.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
No minimum account requirement. Fees are waived for members of the Financial Advisor’s extended family.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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