Freddie Cook
Freddie Cook is a PFS-designated registered investment advisor at Cook Wealth Management, LLC, based in Bowie, MD, with 14 years of industry experience. Freddie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Cook Wealth Management does not directly manage client assets. Instead, Cook Wealth Management refers clients to third-party investment managers (TPMs). The fees for these managers vary depending on the portfolio type, and Cook Wealth Management receives a portion of those fees. For example, the Strategic Portfolio has a 2% annual fee, split 1% to the investment manager and 1% to Cook Wealth Management. These fees are negotiable.
Location
Bowie, MD
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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
Freddie works as an insurance agent for Cook Financial Services LLC and Accurate Tax and Accounting Services, starting in 2010 and 2013 respectively. These activities take about a quarter of his time.
Employment History
Current Registrations
Cook Wealth Management, LLC
Previous Registrations
Gradient Advisors, LLC
Ing Financial Partners, INC
Edward Jones
H.D. Vest Advisory Services, INC
M&t Securities, INC.
UBS Financial Services INC.
State Registrations1 state
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.