Cookson Financial, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$47,658,652
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
47
36% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
47
HighAverage account size
$1,014,014
About
Cookson Financial provides discretionary asset management and hourly financial consulting to a broad set of clients, including individuals, trusts, foundations and endowments, pension and profit-sharing plans, banks, and corporations. Services include tailored investment management, retirement and financial planning, and assistance implementing recommendations such as establishing brokerage accounts.
The firm builds diversified portfolios across equities, fixed income, ETFs, mutual funds, options and cash equivalents, generally relying on fundamental analysis with technical considerations as appropriate. Asset allocation and security selection are customized to each client’s risk tolerance and objectives, with an emphasis on low-cost instruments when suitable and regular reporting on managed accounts.
What is noteworthy about the firm is its explicit inclusion of charitable organization clients and pension consulting among its offerings, as well as providing ongoing hourly consulting when asset management is not pursued. The adviser’s background includes prior broker-dealer and hedge fund management, and the firm typically leverages Schwab Institutional custody and related institutional services to support trading, reporting and back-office functions.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Wealth management
General retirement planning
Income planning
Fee options
$0 - $1,000,000: 1.0% annually $1,000,000 - $3,000,000: 0.8% annually $3,000,000+: 0.6% annually
$150 to $300 per hour
Main office location
Cookson Financial, LLC
500 Lake St, Suite 205
Excelsior MN 55331, United States
Number of offices
1
Most active in
Cookson Financial, LLC has reported serving >5 clients in these states in the last 12 months.
Minnesota
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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