Janelle Woods is a CFP-designated registered investment advisor at Cookson Peirce Wealth Management, based in Fairlawn, OH, with 20 years of industry experience. Janelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 2 more. Their firm serves 1,241 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cookson Peirce Wealth Management charges an annual fee based on the value of your investments. There are different fee schedules for equity and other asset classes.
Equity Schedule:
- 1.0% on the first $2,000,000
- 0.7% on the next $3,000,000
- 0.5% above $5,000,000
Other Asset Class Schedule:
- 0.6% on the first $1,000,000
- 0.5% on the next $1,000,000
- 0.4% above $2,000,000
Contact
Janelle Woods
Location
3560 W. Market St., Suite 215, Fairlawn, OH, 44333
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Janelle is employed as adjunct faculty at Youngstown State University since August 2020, teaching Retirement Planning and Financial Plan Development. This takes about 10-20% of her time.
Employment History
Current Registrations
Cookson Peirce Wealth Management
Previous Registrations
Jfs Wealth Advisors, LLC
Jfs Wealth Advisors, LLC
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams