Jeffry Cook is a registered investment advisor at Missionsquare Retirement, based in Washington, DC, with 34 years of industry experience. Jeffry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 43,868 clients with $6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.50% |
| $100K - $300K | 0.40% |
| $300K - $500K | 0.30% |
| $500K+ | 0.20% |
The standard Managed Accounts Fee Schedule may be waived or discounted by agreement between MissionSquare and your Plan Sponsor. Certain legacy clients of Managed Accounts service pay fees lower than the standard Fee Schedule. If you enroll multiple accounts in Managed Accounts, the lowest Fee Schedule available to you will apply to all of your enrolled Managed Accounts.
Fee Estimator
Location
777 North Capitol Street NE, Suite 600, Washington, DC, 20002-4240
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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 →Employment History
Current Registrations
Missionsquare Wealth Management
Missionsquare Wealth ManagementBroker
Missionsquare Retirement
Previous Registrations
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Harris Investor Services, INC.Broker
Harris Investor Services, INC.
Harrisdirect LLC
Harrisdirect LLCBroker
Citicorp Investment ServicesBroker
CUNA Brokerage Services, INC.Broker
Abn Amro Distribution Services (USA), INC.Broker
Investors Brokerage Services, INC.Broker
Kemper Distributors, INC.Broker
Kemper Financial Services, INC.Broker
State Registrations4 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.