Cookson Peirce & Co., Inc. operates as a fee-only registered investment advisor providing wealth management and financial planning services to individuals, high-net-worth individuals, trusts, endowments, pensions, and foundations. Founded in 1984, Cookson Peirce & Co., Inc. builds customized investment portfolios using stocks, exchange-traded funds, and bonds based on proprietary quantitative models. The firm offers traditional private client management as well as an automated investment service called Invest Stronger for accounts starting at $5,000. In addition to portfolio management, Cookson Peirce & Co., Inc. provides integrated financial planning, including retirement planning, tax strategies, and estate tax analysis at no additional charge. The firm also serves institutional clients through sub-advisory arrangements and wrap fee programs.
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.
