Herrmann & Cooke Wealth Management
Herrmann & Cooke Wealth Management is an SEC-registered investment adviser located in Danville, California. The firm, established in 1986, offers financial planning, investment services, portfolio evaluation, and pension consulting services. Financial planning services include comprehensive analysis and recommendations tailored to clients' financial goals. Investment services encompass managed account services, outside account services, and the Edelman Managed Asset Program® (EMAP). The firm's investment strategies focus on long-term purchases, short-term purchases, and asset allocation. Clients have the option to grant discretionary authority for account management. Herrmann & Cooke does not vote proxies on behalf of clients and does not engage in principal transactions. The firm does not require prepayment of fees exceeding $1200 or have any financial conditions that may impair its ability to meet contractual obligations. Clients are advised to carefully review custodial statements and are responsible for directing proxy voting and making elections related to their investment assets. The firm does not engage in solicitation or accept compensation for client referrals.
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