Assets Under Management
$529.4M
Number of Clients
443
Number of Advisors
N/A
Average Client AUM
$1.2M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
Cook Wealth offers customized investment advisory solutions through personal contact, discretionary investment management, and financial planning. They construct portfolios using mutual funds, ETFs, and individual stocks/bonds, integrating tax management. Financial planning services are offered separately or as part of investment management.
4101 Lake Boone Trail, Suite 200, Raleigh, NC, 27607