Beth Williams is a registered investment advisor at Cookson Peirce Wealth Management, based in Pittsburgh, PA, with 9 years of industry experience. Beth 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 1 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
Location
530 William Penn Place, Pittsburgh, PA, 15219
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Cookson Peirce Wealth Management
State Registrations1 state
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