Cookson Peirce & Co. is a fee-only firm offering wealth management and financial planning to individuals, high-net worth individuals, trusts, endowments, pensions, and foundations. For individual clients, services include an initial financial review, investment strategy development using stocks, ETFs, and bonds, and financial planning covering tax and retirement. Cookson Peirce also manages stock and ETF portfolios for professional advisors at other financial institutions.
Assets Under Management$2.3B
Clients1,241
Advisors20
Avg. per Client$1.9M
Avg. per Advisor$120M
www.cooksonpeirce.com ·www.linkedin.com/company/cooksonpeirce-investme... ·m.facebook.com/61578181688086
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
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
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