Cook Wealth, LLC
Assets Under Management
$529.4M
Number of Clients
443
Number of Advisors
N/A
Average Client AUM
$1.2M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Cook Wealth offers customized investment advisory solutions through personal contact, discretionary investment management, and financial planning. They construct portfolios of mutual funds, ETFs, and individual stocks/bonds. Financial planning services are offered as part of investment management or separately for an additional fee. They also offer retirement plan advisory services.
Fee Structure
Investment management fees range up to 1.50% annually, negotiable based on relationship size and complexity. Financial planning may involve an initial fee (up to 0.25% of net worth or $7,500, whichever is greater), ongoing retainer, or hourly rate (up to $1,000/hour), all negotiable. Complex projects may be subject to an hourly fee. Retirement plan advisory services are charged an annual asset-based fee of up to 1.50%.
Areas of Practice
Location
4101 Lake Boone Trail, Suite 200, Raleigh, NC, 27607