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How does the advisor help clients – Key Takeaways:
COOKE WEALTH MANAGEMENT, LLC is a trusted financial advisor that helps clients achieve their financial goals through personalized and strategic planning. Led by a team of experienced and knowledgeable financial experts, the firm provides top-notch services to individuals and businesses alike.
Facts and Insights:
COOKE WEALTH MANAGEMENT, LLC has been in business for over 10 years, with assets under management of $100 million and a team of 5 dedicated advisors. The firm has a proven track record of successful financial strategies for their clients, with a high client retention rate.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 5 | 10+ years |
Financial Services Offered:
COOKE WEALTH MANAGEMENT, LLC offers a wide range of financial services to meet the diverse needs of their clients. These services include investment management, retirement planning, estate planning, tax planning, and risk management.
Client Types:
The firm works with a variety of clients, including high net worth individuals, families, small businesses, and corporations. They tailor their services to each client’s specific financial goals and objectives, ensuring personalized and effective solutions.
Fees & Compensation:
COOKE WEALTH MANAGEMENT, LLC is a fee-only financial advisor, meaning they do not earn commission on any financial products or services. Their fees are based on a percentage of assets under management, ensuring that their interests align with their clients’ when it comes to managing investments and financial decisions.
Background:
The team at COOKE WEALTH MANAGEMENT, LLC has a combined experience of over 50 years in the financial industry. They are highly educated and hold various certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). This expertise, combined with their dedication to keeping up with market trends and changes, allows them to provide top-notch services to their clients.
Financial Advisor Disclosures to Know:
As a reputable and transparent advisor, COOKE WEALTH MANAGEMENT, LLC believes in keeping their clients informed. They have no disciplinary actions or disclosures on their record, ensuring that their clients can trust their advice and recommendations.