Cooke Wealth Management provides personalized investment and financial advice, taking into account individual needs and financial circumstances. They focus on applying Biblical principles to financial choices. Services include investment management using exchange traded funds and mutual funds, and financial planning through coaching and consulting.
Assets Under Management$140M
Clients114
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$68M
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Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.20% |
| $750K - $1.2M | 1.10% |
| $1.3M - $2.0M | 0.95% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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