Cox & Cook Wealth Advisors offers portfolio management based on your goals, risk tolerance, and time horizon. They create an investment policy statement for each client. Cox & Cook also offers financial planning and consulting services for an hourly fee. Cox & Cook may receive commissions from the sale of insurance products.
Assets Under Management$99M
Clients205
Advisors2
Avg. per Client$480K
Avg. per Advisor$49M
www.plans2retire.com ·www.linkedin.com/in/cory-cook-25b33b44 ·www.linkedin.com/in/j-daniel-cox-a8883416
Fee Structure
Minimum Investment:$750K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.30% |
| $500K - $750K | 1.10% |
| $750K - $1.0M | 1.00% |
| $1.0M - $1.3M | 0.90% |
| $1.3M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Fees are generally negotiable, sometimes negotiated as a flat fee for advanced planning or complex management cases.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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