Cookson Financial offers investment management and financial consulting services. For investment management, Cookson Financial helps clients determine their investment objectives, creates an asset allocation plan, and manages their assets accordingly. Consulting services are offered on an hourly basis and can include financial and retirement planning, investment strategy, and analysis of a client's financial assets.
Assets Under Management$48M
Clients48
Advisors1
Avg. per Client$990K
Avg. per Advisor$48M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.60% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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