Sam Cook is a registered investment advisor at Fort Advisors INC, based in Fort Worth, TX, with 10 years of industry experience. Sam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 414 clients with $150M 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 | 2.50% |
Asset management fees range from 0 to 2.50% annually, billed monthly in arrears based on the daily average account value.
Fee Estimator
Location
4200 Hulen Street, Suite 620, Fort Worth, TX, 76109
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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
Sam is the president of Regency Wealth Advisors, where he sells life, health insurance, and fixed annuities. This non-investment related activity takes about a quarter of his time, including time during trading hours.
Employment History
Current Registrations
Fort Advisors INC
Previous Registrations
Alphastar Capital Management, LLC
Virtue Capital Management, LLC
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.
Exams
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