Jeffrey Tock
Jeffrey Tock is a registered investment advisor at Argo Wealth Management, based in Westlake, OH, with 39 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 13 clients with $5.5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Argo Wealth Management charges a percentage of the assets they manage, ranging from 0.5% to 2.0% annually. The specific fee is negotiable based on factors like the size of your portfolio, its composition, and your relationship with the firm. Fees are taken monthly in arrears.
Location
Westlake, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey sells fixed annuities, long-term care insurance, term life insurance, and other non-securities insurance products. He dedicates minimal time to this activity.
Employment History
Current Registrations
Argo Wealth Management
Previous Registrations
Cantella & CO., INC.
Cantella & CO., INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Roney & CO.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.