Dennis Cook is a registered investment advisor at Wealth Design Consulting, LLC, based in Laramie, WY, with 17 years of industry experience. Dennis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 48 clients with $32M 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 $500K | 1.10% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable. As portfolio value exceeds each tier level, a fee break will occur for that portion of your portfolio that falls within that new tier level.
Fee Estimator
Location
505 S. 3rd Street, Suite 200, Laramie, WY, 82070
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Wealth Design Consulting, LLC
State Registrations2 states
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