Cooke & Bieler is an investment firm that manages money for institutions and high-net-worth individuals. Cooke & Bieler focuses on domestic equity value investing, using a "High Quality, Low Risk" approach. For individuals, Cooke & Bieler offers customized portfolios and attempts to manage these portfolios in a tax-efficient manner. Cooke & Bieler provides investment advice with either authority to make trades without asking first or by making recommendations to the client who makes all investment decisions.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.25% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.25% |
0.25% on fixed income, if applicable. Excluding securities not under our supervision. Fees may be negotiated at Cooke & Bieler’s discretion. The firm may also accept performance-based fee arrangements in accordance with SEC Rule 205-3 provided that certain client eligibility requirements are met and full and fair disclosures are made of material information, including potential conflicts associated with these arrangements.