Cookson Peirce Wealth Management's Form ADV discloses 1.00% on the first $2 million, 0.70% on the next $3 million, and 0.50% on assets above $5 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #110729), Cookson Peirce Wealth Management is subject to fiduciary duty under federal law.
Cookson Peirce Wealth Management is headquartered in PITTSBURGH, PA.
Cookson Peirce Wealth Management serves 130 high-net-worth clients according to their SEC filing dated September 24, 2026. View client details ↓
According to their SEC Form ADV, Cookson Peirce Wealth Management offers financial planning, portfolio management for individuals, and portfolio management for businesses. View all service details ↓
Cookson Peirce Wealth Management manages $2.6 billion in client assets according to their SEC filing dated September 24, 2026.
According to their SEC Form ADV, Cookson Peirce Wealth Management serves high-net-worth individuals and businesses. View client details ↓