Cook & Associates offers investment advice and manages client portfolios based on their individual needs and goals. They develop a personal investment policy for each client and create a portfolio based on that policy. Cook & Associates also offers advisory management services through Manager Selection Programs, where they help clients choose unaffiliated registered investment advisors.
Assets Under Management$57M
Clients90
Advisors1
Avg. per Client$630K
Avg. per Advisor$57M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 1.15% |
Fees may be negotiable. Discounts may be offered to family and friends of associated persons.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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