Cooksen Wealth, LLC
Cooksen Wealth, LLC is a Registered Investment Adviser based in The Woodlands, TX, established in March 2019. The firm specializes in financial planning, investment, and wealth management services. Cooksen Wealth typically requires a minimum of $1,000,000 in assets for its services, with fees ranging from 0.75% to 1.00% based on the portfolio value. The firm acts as a fiduciary, obligated to act in the best interests of clients. Clients have discretion over their accounts, with the firm managing portfolios on a discretionary basis. Investment strategies include a mix of mutual funds, ETFs, individual securities, and independent managers. Cooksen Wealth follows Modern Portfolio Theory for investment advice, focusing on asset allocation and security selection. The firm conducts ongoing due diligence on Independent Managers and does not engage in performance-based fees. Clients receive regular account reviews and statements, with custody of assets held at qualified custodians. Cooksen Wealth recommends the use of Charles Schwab for custody and brokerage services. The firm has a Business Continuity Plan in place to address potential business disruptions.
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