Cooksen Wealth provides financial planning and investment management services to individuals, trusts, and estates. Financial planning covers retirement, education, trust and estate, insurance, and tax planning. Investment management is discretionary and uses mutual funds, ETFs, individual securities, and independent investment managers. Cooksen Wealth tailors its services to each client's needs and objectives.
Assets Under Management$210M
Clients46
Advisors3
Avg. per Client$4.5M
Avg. per Advisor$69M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $15.0M | 1.00% |
| $15M+ | 0.75% |
Cooksen Wealth may negotiate a different fee rate for certain client holdings. Total fees charged by both parties (Cooksen Wealth and Independent Manager) will not exceed 3% of assets under management per year.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...