Cook Financial provides investment management and financial planning services. For investment management, Cook Financial determines your investment goals, risk tolerance, and time horizon to create a suitable investment strategy. Financial planning covers topics like retirement, cash flow, and estate preservation. Cook Financial may use sub-advisors to manage client assets.
Assets Under Management$6.3M
Clients30
Advisors1
Avg. per Client$210K
Avg. per Advisor$6.3M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition and negotiations with Clients).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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