Terrance Cook
Terrance Cook is a registered investment advisor at Parcion Private Wealth LLC, based in Bellevue, WA, with 33 years of industry experience. Terrance operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Estate Planning, and 5 more. Their firm serves 165 clients with $3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Parcion Private Wealth charges an annual fee ranging from 0.60% to 1.50% depending on portfolio size and composition. All fees are negotiable.
Fee Estimator
Location
11980 NE 24th St, Suite 210, Bellevue, WA, 98005
Get directionsHistory
Regulatory History (3)
Customer Dispute
September 2003Customer Dispute
August 2001Customer Dispute
March 2001Employment History
Current Registrations
Parcion Private Wealth LLC
Previous Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.
Exams
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